TSMC expects a 50% jump in net profit to T$542.6 billion for Q1, driven by booming demand for its 3-nanometre AI chips and advanced packaging technology. First-quarter revenue rose 35% year-on-year, underscoring capacity constraints as Nvidia and Apple ramp up orders. The company will outline Q2 guidance and capital spending plans on its April 13 earnings call.

The article examines the current state of SaaS companies amidst AI adoption and its impact on spending. It highlights winners like Hubspot and Figma while noting that consumer AI is still in its early stages, with only 3% of households paying for AI services. Additionally, it discusses rising streaming prices and the freight market's indicators of manufacturing activity.