TSMC sales beat estimates despite the conflict in IranBloombergTaiwan Semiconductor Manufacturing Co (TSMC, 台積電) yesterday reported a 35 percent increase in quarterly revenue, suggesting that global artificial intelligence (AI) chip demand remained intact during the first weeks of war in the Middle East. Revenue for the first three months of the year rose to NT$1.13 trillion (US$35.62 billion), TSMC said. TSMC and AI customers such as Nvidia also face increasing skepticism that they could keep growing at current rates. After explosive sales turned Nvidia into the world’s most valuable company and TSMC the most valuable company in Asia, investors are seeking assurances that booming AI spending can be maintained. TSMC is to report full first quarter results on Thursday next week.

Source: Taipei Times April 10, 2026 17:15 UTC