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.

• TSMC expects Q1 net profit to jump ~50% to NT$542.6 billion, a fourth straight record quarter, fueled by 3nm AI chip and advanced packaging demand outstripping capacity.
• Q1 revenue rose 35% year-on-year, and Macquarie forecasts even stronger Q2 growth on sustained AI demand.
• TSMC's market value has hit ~$1.6 trillion, nearly double Samsung's, with shares up 28% this year versus a 22% rise in Taiwan's broader market.
• Investors are watching whether TSMC will maintain or raise its $165 billion 2026 capex plan (including Arizona fabs) amid geopolitical risks to helium/neon supply, though diversified sourcing should limit near-term impact.