TSMC likely to book fourth straight quarter of record profit on insatiable AI demand - Reuters

<a href="https://news.google.com/rss/articles/CBMizgFBVV95cUxPVDlubVppNDRWVEVzemdMd3oydHYwRHZUYWJGdEdWMy1vSkR5VTU5M2hUeVdYc0c2c2MyNUVwb2FVNDRxNVVMNDFxbWxEV1gxUXBxa29BZnpCaUVUMFVRbDNLLWhZVGFVZ0toQnpJTWpETmllWDZOSGFnOVpIb1dXV1ZELUtnME5hQ2J2MVdGMGlYNHNzeTY4VmI2Z2VTcll6R01XOFY0b3pnR1pNd2ctRFBtdWlhc2FxT1k0aGZvbXl4dElvOFVnMGdtd09uQQ?oc=5" target="_blank">TSMC likely to book fourth straight quarter of record profit on insatiable AI demand</a>&nbsp;&nbsp;<font color="#6f6f6f">Reuters</font>

TSMC is expected to report a net profit of NT$542.6 billion ($17.1 billion) for Q1 2026, driven by strong demand for AI infrastructure, marking its fourth consecutive record profit.

Analysts forecast a 50% increase in TSMC's net profit for Q1 2026, fueled by relentless global demand for AI infrastructure and the company's semiconductor manufacturing capabilities.

TSMC is expected to post a fourth straight record quarterly profit, with analysts forecasting Q1 net income of T$542.6 billion (US$17.1 billion), up 50% year-on-year as demand for AI chips and chip packaging stays strong.

TSMC is set to record a fourth consecutive quarter of record net profit for Q1 2026, driven by extraordinary demand for its 3 nm AI chips and advanced packaging technologies amid capacity constraints.

TSMC is expected to post a fourth consecutive quarter of record profit amid strong demand for AI chips, with analysts estimating net profit for January–March at roughly NT$542.6 billion (US$17.1 billion).