The significant and accelerating revenue growth suggests strong pricing power and demand for TSMC's advanced nodes. Traders should watch for potential EPS beats in upcoming earnings and possible guidance upgrades, especially given the seasonal strength in Q2.
Price Chart
Executive Summary
TSMC reported strong revenue growth for March 2026, with consolidated revenue reaching NT$415.19 billion, a 30.7% increase from February and a 45.2% year-over-year rise. First-quarter 2026 revenue totaled NT$1,134.10 billion, up 35.1% from the same period last year, reflecting robust demand and operational performance.
Key Facts
- March 2026 consolidated revenue: NT$415.19 billion
- Month-over-month revenue increase: 30.7%
- Year-over-year revenue increase: 45.2%
- Q1 2026 total revenue: NT$1,134.10 billion, up 35.1% YoY
- No material changes in funds lent, guarantees, or derivatives requiring investor concern
Financial Impact
Revenue growth indicates accelerating top-line performance, with March YoY growth exceeding 45%. Q1 revenue surpassed NT$1.13 trillion, reflecting sustained strength in semiconductor demand.
Risk Factors
- Geopolitical tensions in the Taiwan Strait could impact operations
- Global semiconductor demand could soften if macroeconomic conditions deteriorate
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001046179-26-000136 |
| Document: 0001046179-26-000136-index-headers.html | 0001046179-26-000136 |
| Document: 0001046179-26-000136-index.html | 0001046179-26-000136 |
| Document: 0001046179-26-000136.txt | 0001046179-26-000136 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 10, 2026 19w ago | 6-K | $11.24 $17.24 | ▲ +53.38% | ▲ +51.24% | — |
Jun 4, 2026 20w ago | 6-K | $17.24 | awaiting T+5 | — | — |
May 15, 2026 23w ago | 6-K | $17.24 $17.24 | · 0.00% | ▼ −0.96% | — |
May 15, 2026 23w ago | 6-K | $17.24 $17.24 | · 0.00% | ▼ −0.96% | — |
May 12, 2026 24w ago | 6-K | $17.24 $17.24 | ▲ +0.00% | ▼ −0.08% | — |
May 12, 2026 24w ago | 6-K | $17.24 $17.24 | ▲ +0.00% | ▼ −0.08% | — |
May 8, 2026 24w ago | 6-K | $17.24 $17.24 | ▲ +0.00% | ▼ −1.46% | — |
May 8, 2026 24w ago | 6-K | $17.24 $17.24 | ▲ +0.00% | ▼ −1.46% | — |
Apr 24, 2026 26w ago | 6-K | $17.24 $17.24 | ▼ −0.00% | ▼ −0.91% | — |
Apr 17, 2026 27w ago | 6-K | $17.24 $17.24 | ▼ −0.00% | ▼ −0.55% | — |
US Market Status
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