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05-08

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TSMC's revenue rose 17.5% year-on-year in April, and AI demand supported full-year expansion momentum

台积电4月营收新台币4107亿元，环比微降1.1%，同比增速由3月的45.2%骤降至17.5%。但前四月累计营收达1.5448万亿元新台币，同比仍劲增29.9%。背靠Alphabet、亚马逊等科技巨头高达7250亿美元的AI资本开支浪潮，台积电全年资本支出指引上限高达560亿美元。

TSMC's revenue rose 17.5% year-on-year in April, and AI demand supported full-year expansion momentum

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":561944953242440,"tweetId":"561944953242440","gmtCreate":1778225415435,"gmtModify":1778226069075,"author":{"id":4232110102659182,"idStr":"4232110102659182","authorId":4232110102659182,"authorIdStr":"4232110102659182","name":"股神老马","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[{"themeId":"6e7a4338b1034ad785d5025385d8625c","categoryId":"2929bb7468f5415f853fd96fb35d7c3b","name":"Wall Street Insights","type":2,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":6e7a4338b1034ad785d5025385d8625c}&rnconfig={\"headerBarHidden\": true}","description":"Keep a close eye on the global financial market, covering the stock market, foreign exchange, bonds, commodities, etc.","image":"https://static.tigerbbs.com/6fc762c7c9323c4764df42f02ccc3498"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>g</p></body></html>","htmlText":"<html><head></head><body><p>g</p></body></html>","text":"g","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/561944953242440","repostId":2633482363,"repostType":4,"repost":{"id":"2633482363","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1778224193,"share":"https://ttm.financial/m/news/2633482363?lang=en_US&edition=fundamental","pubTime":"2026-05-08 15:09","market":"nz","language":"zh","title":"TSMC's revenue rose 17.5% year-on-year in April, and AI demand supported full-year expansion momentum","url":"https://stock-news.laohu8.com/highlight/detail?id=2633482363","media":"华尔街见闻","summary":"台积电4月营收新台币4107亿元，环比微降1.1%，同比增速由3月的45.2%骤降至17.5%。但前四月累计营收达1.5448万亿元新台币，同比仍劲增29.9%。背靠Alphabet、亚马逊等科技巨头高达7250亿美元的AI资本开支浪潮，台积电全年资本支出指引上限高达560亿美元。","content":"<p><html><head></head><body>TSMC's revenue in April was NT$410.7 billion, down slightly by 1.1% month-on-month, and the year-on-year growth rate plummeted to 17.5% from 45.2% in March. However, the cumulative revenue in the first four months reached NT$1.5448 trillion, still up 29.9% year-on-year. Backed by the wave of AI capital expenditure of up to $725 billion by technology giants such as Alphabet and Amazon, TSMC's annual capital expenditure guidance ceiling is as high as $56 billion.</p><p><a href=\"https://laohu8.com/S/TSM\">TSMC</a>The April revenue data was announced, and the monthly growth rate slowed down significantly, but the annual growth momentum remained steady.</p><p>TSMC's consolidated revenue in April 2026 was about NT$410.73 billion, down 1.1% from the previous month but up 17.5% from the same period last year, according to a Friday announcement. From January to April this year, the cumulative revenue reached NT$1.5448 trillion, a year-on-year increase of 29.9%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acea9ae762f7b3d83bde79444ae451b3\" tg-width=\"1486\" tg-height=\"412\"/></p><p>Revenue fell slightly from the previous month in April, partially reflecting the fading of the high base effect in March. Previously, in March, the monthly revenue reached NT$415.19 billion, up 30.7% month-on-month and 45.2% year-on-year, pushing the overall revenue in the first quarter to break through the threshold of NT$1 trillion in a single quarter for the first time. The callback of April data is a normal seasonal adjustment to some extent, but the year-on-year growth rate narrowed sharply from 45.2% in March to 17.5%, and the narrowing rate deserves the attention of the market.</p><p><h2 id=\"id_2223917595\">Cumulative growth remains strong in the first four months</h2>According to the data previously disclosed by TSMC, the consolidated revenue in the first quarter of 2026 was about NT$1.134 trillion, equivalent to about USD 35.6 billion, a year-on-year increase of 35.1%, slightly exceeding the average estimate of NT$1.12 trillion by analysts. This achievement marks the first time that TSMC's single-quarter revenue has crossed the NT $ trillion threshold, setting a high benchmark for full-year growth.</p><p>Despite the cooling of the monthly performance in April, TSMC's cumulative revenue in the first four months still reached NT$1.5448 trillion, with a year-on-year growth rate of 29.9%. This data shows that driven by the continuous demand for artificial intelligence-related chips, the company's overall revenue expansion trend has not loosened significantly. For investors, the growth performance of cumulative caliber may be more valuable than the monthly fluctuation.</p><p>Earlier this year, Alphabet,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/META\">Meta</a>And<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>It was announced that the total AI-related capital expenditure this year will reach 725 billion US dollars, far exceeding previous expectations. TSMC as<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>The core foundries of other head chip enterprises directly benefit from this capital wave.</p><p>In April this year, TSMC raised its full-year revenue guidance and said that full-year capital expenditure would trend towards the upper limit of the existing forecast range, which is as high as $56 billion, conveying management's positive expectations for the full-year economic outlook. TSMC shares have hit record highs this year, and the rally has also been dominated by the AI boom.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC's revenue rose 17.5% year-on-year in April, and AI demand supported full-year expansion momentum</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTSMC's revenue rose 17.5% year-on-year in April, and AI demand supported full-year expansion momentum\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2026-05-08 15:09</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>TSMC's revenue in April was NT$410.7 billion, down slightly by 1.1% month-on-month, and the year-on-year growth rate plummeted to 17.5% from 45.2% in March. However, the cumulative revenue in the first four months reached NT$1.5448 trillion, still up 29.9% year-on-year. Backed by the wave of AI capital expenditure of up to $725 billion by technology giants such as Alphabet and Amazon, TSMC's annual capital expenditure guidance ceiling is as high as $56 billion.</p><p><a href=\"https://laohu8.com/S/TSM\">TSMC</a>The April revenue data was announced, and the monthly growth rate slowed down significantly, but the annual growth momentum remained steady.</p><p>TSMC's consolidated revenue in April 2026 was about NT$410.73 billion, down 1.1% from the previous month but up 17.5% from the same period last year, according to a Friday announcement. From January to April this year, the cumulative revenue reached NT$1.5448 trillion, a year-on-year increase of 29.9%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acea9ae762f7b3d83bde79444ae451b3\" tg-width=\"1486\" tg-height=\"412\"/></p><p>Revenue fell slightly from the previous month in April, partially reflecting the fading of the high base effect in March. Previously, in March, the monthly revenue reached NT$415.19 billion, up 30.7% month-on-month and 45.2% year-on-year, pushing the overall revenue in the first quarter to break through the threshold of NT$1 trillion in a single quarter for the first time. The callback of April data is a normal seasonal adjustment to some extent, but the year-on-year growth rate narrowed sharply from 45.2% in March to 17.5%, and the narrowing rate deserves the attention of the market.</p><p><h2 id=\"id_2223917595\">Cumulative growth remains strong in the first four months</h2>According to the data previously disclosed by TSMC, the consolidated revenue in the first quarter of 2026 was about NT$1.134 trillion, equivalent to about USD 35.6 billion, a year-on-year increase of 35.1%, slightly exceeding the average estimate of NT$1.12 trillion by analysts. This achievement marks the first time that TSMC's single-quarter revenue has crossed the NT $ trillion threshold, setting a high benchmark for full-year growth.</p><p>Despite the cooling of the monthly performance in April, TSMC's cumulative revenue in the first four months still reached NT$1.5448 trillion, with a year-on-year growth rate of 29.9%. This data shows that driven by the continuous demand for artificial intelligence-related chips, the company's overall revenue expansion trend has not loosened significantly. For investors, the growth performance of cumulative caliber may be more valuable than the monthly fluctuation.</p><p>Earlier this year, Alphabet,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/META\">Meta</a>And<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>It was announced that the total AI-related capital expenditure this year will reach 725 billion US dollars, far exceeding previous expectations. TSMC as<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>The core foundries of other head chip enterprises directly benefit from this capital wave.</p><p>In April this year, TSMC raised its full-year revenue guidance and said that full-year capital expenditure would trend towards the upper limit of the existing forecast range, which is as high as $56 billion, conveying management's positive expectations for the full-year economic outlook. TSMC shares have hit record highs this year, and the rally has also been dominated by the AI boom.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b98f9e740cb6fb06990004c4ea7eae84","relate_stocks":{"SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU2092937221.SGD":"Blackrock Circular Economy A2 SGD-H","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","BK4588":"碎股","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414478.USD":"法巴经典能源转换基金","BK4550":"红杉资本持仓","LU1989764664.SGD":"CPR Invest - 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