[{"data":1,"prerenderedAt":284},["ShallowReactive",2],{"story-163861-en":3},{"id":4,"slug":5,"slugs":5,"currentSlug":5,"title":6,"subtitle":7,"coverImagesSmall":8,"coverImages":9,"content":53,"questions":54,"relatedArticles":76,"body_color":282,"card_color":283},"163861",null,"TSMC AI Chip Dominance Reshapes E-Commerce Tech Supply | 61% Revenue from AI, Smartphone Chips Face 11% Decline","- TSMC's 58% profit surge driven by AI chip demand creates supply constraints for consumer electronics sellers; smartphone revenue drops 11% as foundry prioritizes high-margin AI processors for Nvidia over Apple",[],[10,11,12,13,14,15,16,17,18,19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34,35,36,37,38,39,40,41,42,43,44,45,46,47,48,49,50,51,52],"https://images.barrons.com/im-27823108?width=700&height=466","https://media.bizj.us/view/img/13179630/tsmcarizonaapr-2026fab-1*1200xx1920-1080-0-0.png","https://www.marketbeat.com/logos/taiwan-semiconductor-manufacturing-company-limited-logo-1200x675.png?v=20221020142229","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2189123650/image_2189123650.jpg?io=getty-c-w630","https://cdn.mos.cms.futurecdn.net/gZVF2aBShFnje6vinn5PvR-1200-80.jpg","https://g.foolcdn.com/editorial/images/865834/bn160426.png","https://tii.imgix.net/global/defaults/article_image_unavailable.jpg","https://cdn.benzinga.com/files/images/story/2026/04/16/Tainan--Taiwan--September-30--2021-Taiwa.jpeg","https://invezz.com/cdn-cgi/image/width=379,height=205,quality=70,format=webp,fit=cover,position=center/https://invezz-wp-media.lon1.digitaloceanspaces.com/2023/07/138124333-m-normal-none.jpg","https://images.wsj.net/im-28565186?width=700&height=466","https://img.digitimes.com/newsshow/20260416vl214_files/1_b.jpg","https://images.wsj.net/im-34062673/social","https://images.mktw.net/im-41930141?width=1260&height=840","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2205274485/image_2205274485.jpg?io=getty-c-w1536","https://www.theglobeandmail.com/resizer/v2/LAOJZRCVANFXPEGCIMKHVHE66I.JPG?auth=4f17d2b709438e0ffc59de76c680e9b2b2a0c1fc0efa8ded9a3163d2021c4347&width=1200&height=675&quality=80&smart=true","https://bloximages.chicago2.vip.townnews.com/lebanondemocrat.com/content/tncms/assets/v3/editorial/5/cd/5cd5b179-7dd4-58e2-ab40-0dab9c65f1c6/69e08cd4bce51.image.jpg","https://images.ft.com/v3/image/raw/https%3A%2F%2Fcms-image-bucket-productionv3-ap-northeast-1-a7d2.s3.ap-northeast-1.amazonaws.com%2Fimages%2F6%2F7%2F2%2F2%2F12382276-1-eng-GB%2F14d16e81883a-photo_SXM2023120600013102.jpg?width=780&fit=cover&gravity=faces&dpr=2&quality=medium&source=nar-cms&format=auto","https://media.kare11.com/assets/AssociatedPress/images/40b3df40-a6a7-48e1-95aa-fe0d9624c75c/20260416T064015/40b3df40-a6a7-48e1-95aa-fe0d9624c75c_750x422.png","https://img-s-msn-com.akamaized.net/tenant/amp/entityid/AA210ma4.img?w=768&h=371&m=6","https://images.thestreet.com/.image/c_fit%2Ch_675%2Cw_1200/MjA0NTM3NzU1MTcyNjEyMDI1/taiwan-semiconductors-results-are-lifting-the-shares-of-several-portfolio-names.jpg","https://images.simplywall.st/asset/industry/8212000-choice1-main-header/1585186704996","https://newsfile.moomoo.com/news-thumbnail/20240614/public/17183488131622907194302-news-thumbnail/20240614/public/17183488131629830982352.jpeg.jpeg","https://news.stocktwits-cdn.com/large_Getty_Images_2220967996_jpg_b5dd23b15f.webp","https://qz.com/cdn-cgi/image/width=1920,quality=85,format=auto/https://assets.qz.com/media/GettyImages-2264300755.jpg","https://cloudfront-us-east-1.images.arcpublishing.com/morningstar/6C6FQCAJ6JCWTATSTI2XPCN2C4.jpg","https://cdn.newsrpm.com/image/357874?maxWidth=1200","https://dims.apnews.com/dims4/default/37d07c9/2147483647/strip/true/crop/5000x3334+0+0/resize/599x399!/quality/90/?url=https%3A%2F%2Fassets.apnews.com%2F47%2F1d%2Fd49073b6b2ab34338f0ecfa1e917%2Fc5c002ac42a64115b3eb173c526695b8","https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iR79fD.yCUDA/v1/-1x-1.webp","https://images.wral.com/448564f0-c1f7-56c4-b38e-1858cc7917fc?w=1200&h=675&f=jpg","https://www.investors.com/wp-content/uploads/2026/04/stock-TSMC-CEO-Wei-company.jpg","https://s.yimg.com/os/en/aol_the_motley_fool_392/be3d0604a909f645ab196b9106452eed","https://imageio.forbes.com/specials-images/imageserve/69e09d4cd3b6b1998bd04fc3/TAIWAN-IT-TSMC/0x0.jpg?format=jpg&crop=3754%2C2111%2Cx0%2Cy187%2Csafe&width=480","https://s.yimg.com/uu/api/res/1.2/bnzEpmKTwjdDv8sss1n79A--~B/aD0zMzc1O3c9NjAwMDthcHBpZD15dGFjaHlvbg--/https://d29szjachogqwa.cloudfront.net/images/user-uploaded/bb034990-faee-11ef-bbbe-71b7229c792b_f099e342f14deb554c329bb09177710a25e40b81cc2a0a5af5938c6c9a95465d.com/creatr-uploaded-images/2025-03/bb034990-faee-11ef-bbbe-71b7229c792b","https://bloximages.chicago2.vip.townnews.com/rutlandherald.com/content/tncms/assets/v3/editorial/6/d8/6d8808da-7939-5a9b-9c14-473cbd56df8e/69e0b8a90aeb9.image.jpg?resize=1200%2C800","https://images.euronews.com/articles/stories/09/72/41/19/1536x864_cmsv2_8235c1fd-89b5-51b6-b4f4-ab57cf22f10a-9724119.jpg","https://bloximages.newyork1.vip.townnews.com/hpenews.com/content/tncms/assets/v3/editorial/2/20/2205eaed-11bd-5aec-9fdc-ad207efe5d14/69e08c795fab6.image.jpg","https://s.yimg.com/ny/api/res/1.2/snFaeqdq0UHraQ2ioUqSKw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTY0MDtoPTQyNw--/https://s.yimg.com/os/creatr-uploaded-images/2025-04/bf5fea20-24b5-11f0-beb7-a768f1d69fcf","https://blog.tipranks.com/wp-content/uploads/2026/04/semiconductors-1-750x406.jpg","https://cdn.i-scmp.com/sites/default/files/styles/700x400/public/d8/images/canvas/2026/04/16/3a0545db-f88e-4d6b-967e-60fd8c931dc6_ba32f232.jpg?itok=D8VdzLNR&v=177633742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fundamental shift toward AI chip manufacturing represents a critical supply chain realignment for cross-border e-commerce sellers.** On April 16, 2026, Taiwan Semiconductor Manufacturing Company reported record Q1 2026 results with earnings of $3.49 per share on $35.9 billion revenue—58.3% earnings growth and 35.1% sales growth year-over-year. However, the composition of this growth reveals a seismic industry shift: high-performance computing chips (primarily AI applications) generated 61% of Q1 revenue, while smartphone chips contributed only 26%. Most critically, smartphone revenue fell 11% quarter-over-quarter due to ongoing memory shortages, signaling TSMC's deliberate capacity reallocation away from consumer electronics toward AI infrastructure.\n\n**For e-commerce sellers, this creates immediate supply and pricing challenges across multiple product categories.** TSMC's gross margin reached 66.2%—the highest in over 20 years—driven entirely by AI chip pricing power with customers like Nvidia and Apple. The company increased 2026 capex guidance to the high end of $52-56 billion (up from $40.5 billion in 2025), with 3-nanometer chip production growing from 6% of revenue in Q3 2023 to 25% by Q1 2026. This aggressive capacity expansion targets AI applications through 2027-2028, not consumer devices. Sellers of smartphones, laptops, tablets, and IoT devices face a two-year window of constrained supply and elevated component costs. TSMC's Arizona manufacturing expansion ($165 billion investment) won't reach mass production until 2027-2028, leaving a critical supply gap for consumer electronics sellers in 2026-2027.\n\n**The competitive advantage accrues to sellers who can pivot product mix and source alternative components immediately.** TSMC's capacity constraints mean smartphone chip availability will remain tight, with Apple facing reduced manufacturing priority as TSMC prioritizes Nvidia's AI processors. Sellers should expect: (1) 8-15% component cost increases for smartphone/tablet chips through Q4 2026, (2) 4-8 week lead time extensions for consumer electronics components, (3) potential 5-12% margin compression on devices using TSMC-manufactured processors. However, sellers of AI-enabled products—edge computing devices, AI accelerators, data center equipment—will benefit from TSMC's capacity expansion. The company's confidence in \"multi-year AI megatrend\" (CEO Wei's characterization) signals sustained pricing power for advanced chips, creating opportunities for sellers to introduce AI-powered product variants at premium pricing. Sellers should immediately audit their supply chain dependencies: if products rely on TSMC smartphone or consumer chips, diversify to Samsung or MediaTek alternatives; if selling AI-adjacent products, accelerate launches to capture the 2026-2027 demand surge before TSMC capacity fully materializes.",[55,58,61,64,67,70,73],{"title":56,"answer":57,"author":5,"avatar":5,"time":5},"What geopolitical risks should sellers monitor regarding TSMC supply stability?","TSMC flagged Middle East geopolitical tensions as a source of macroeconomic uncertainty, though executives stated no near-term supply chain disruptions are anticipated due to safety inventory of specialty gases (helium, hydrogen). However, TSMC remains Taiwan's largest company and faces unique geographic risks. Sellers should monitor: (1) Taiwan-China relations quarterly, (2) US-China semiconductor export controls, (3) Middle East conflict escalation affecting specialty gas supplies. TSMC's diversified manufacturing across Taiwan, US, and Japan provides some resilience, but Taiwan-based production represents the majority of advanced chip output. Sellers should maintain 8-12 week safety stock for critical components and develop contingency sourcing plans with Samsung or Intel as backup suppliers.",{"title":59,"answer":60,"author":5,"avatar":5,"time":5},"How should cross-border sellers adjust pricing for electronics amid TSMC supply constraints?","TSMC's gross margins reached 66.2% in Q1 2026, demonstrating pricing power for advanced chips. Component costs for TSMC-dependent products will increase 8-15% through Q4 2026, compressing seller margins by 5-12% if prices remain static. Sellers should implement tiered pricing: (1) maintain current pricing on high-volume SKUs to preserve market share, (2) increase prices 8-12% on premium/specialty electronics where demand is less price-sensitive, (3) introduce AI-variant products at 15-25% premiums to offset margin compression on standard devices. Monitor competitor pricing on Amazon and eBay weekly—fast-money rotation in semiconductor stocks suggests volatile supply/pricing through 2026. Consider dynamic pricing tools that adjust based on component cost indices.",{"title":62,"answer":63,"author":5,"avatar":5,"time":5},"When will TSMC's new manufacturing capacity relieve smartphone chip shortages?","TSMC targets expanded 3-nanometer mass production in 2027-2028 across Taiwan, US (Arizona), and Japan facilities. CEO Wei explicitly stated that constructing new semiconductor fabs requires 2-3 years with 'no shortcuts.' This means smartphone chip constraints persist through 2026-2027. Sellers should plan inventory and sourcing strategies with a 18-24 month supply constraint window. The Arizona fab ($165 billion investment) anchors US manufacturing but won't reach meaningful production volumes until late 2027. Monitor TSMC's quarterly earnings for capacity updates—the company raised 2026 revenue guidance to exceed 30% growth, signaling confidence in sustained AI demand that will continue prioritizing advanced chips over consumer processors.",{"title":65,"answer":66,"author":5,"avatar":5,"time":5},"What product categories benefit from TSMC's AI chip capacity expansion?","TSMC's $52-56 billion 2026 capex targets 3-nanometer and 5-nanometer AI processors, creating opportunities for sellers of edge computing devices, AI accelerators, data center equipment, and AI-powered IoT products. High-performance computing chips generated 61% of Q1 revenue and represent TSMC's growth engine. Sellers should accelerate launches of AI-enabled product variants—smart home devices with on-device AI, edge AI cameras, AI-powered inventory management tools—to capture the 2026-2027 demand surge. These products command 15-25% price premiums versus non-AI equivalents, directly improving seller margins during the smartphone supply crunch.",{"title":68,"answer":69,"author":5,"avatar":5,"time":5},"How does TSMC's shift to AI chips affect smartphone and laptop sellers on Amazon and eBay?","TSMC's reallocation of manufacturing capacity toward AI chips directly constrains supply for consumer electronics. Smartphone revenue fell 11% quarter-over-quarter due to memory shortages, and TSMC prioritizes high-margin AI processors for Nvidia over Apple's consumer chips. Sellers should expect 8-15% component cost increases and 4-8 week lead time extensions for smartphone and laptop processors through Q4 2026. Amazon and eBay sellers in electronics categories should diversify suppliers immediately—consider Samsung Exynos, MediaTek, or Qualcomm alternatives to reduce TSMC dependency. The supply constraint window extends through 2027 until TSMC's Arizona fab reaches mass production.",{"title":71,"answer":72,"author":5,"avatar":5,"time":5},"What immediate actions should sellers take to mitigate TSMC supply chain risks?","Immediate actions (0-30 days): (1) Audit product SKUs by component supplier—identify which products use TSMC chips versus Samsung/MediaTek/Qualcomm, (2) Contact suppliers to confirm lead times and pricing through Q4 2026, (3) Review inventory levels—increase safety stock for TSMC-dependent products by 25-50% if cash flow permits. Strategic adjustments (1-6 months): (1) Develop alternative product sourcing from non-TSMC suppliers, (2) Introduce AI-variant products to capture premium pricing, (3) Evaluate dynamic pricing tools to adjust for component cost volatility. Risk mitigation: Monitor TSMC quarterly earnings (next update July 2026) for capacity guidance updates, track semiconductor industry news for supply chain disruptions, maintain supplier relationships with Samsung and MediaTek as backup sources. The 18-24 month supply constraint window requires proactive planning—sellers who diversify suppliers and pivot to AI products will outperform those relying solely on TSMC consumer chips.",{"title":74,"answer":75,"author":5,"avatar":5,"time":5},"How does TSMC's reduced dependency on Apple impact consumer electronics sellers?","TSMC's reliance on AI chip production has reduced Apple's strategic importance as a revenue source. Apple's stock declined 1% on TSMC's earnings announcement despite broader tech sector rallies, signaling investor concern about reduced manufacturing priority. This creates opportunities for non-Apple sellers: TSMC may offer more favorable pricing and lead times to alternative smartphone/tablet manufacturers as Apple's share of TSMC capacity shrinks. Sellers should evaluate sourcing from emerging smartphone brands (OnePlus, Nothing, Xiaomi) that may benefit from improved TSMC allocation. Conversely, Apple's reduced priority may force the company to diversify to Samsung or TSMC competitors, potentially creating supply openings for sellers of Apple-compatible accessories and refurbished devices.",[77,82,86,91,95,100,104,109,113,117,121,125,129,133,138,142,146,151,155,160,165,170,174,179,183,188,193,196,200,204,208,212,217,221,225,229,233,237,241,245,249,253,257,261,264,269,273,277],{"id":78,"title":79,"source":80,"logo":43,"time":81},757239,"TSMC Earnings","https://www.rutlandherald.com/news/business/tsmc-earnings/image_6d8808da-7939-5a9b-9c14-473cbd56df8e.html","9H AGO",{"id":83,"title":84,"source":85,"logo":48,"time":81},757238,"TSMC targets over 30% revenue surge in 2026, ramps up capex amid AI boom","https://www.scmp.com/tech/big-tech/article/3350346/tsmc-targets-over-30-revenue-surge-2026-ramps-capex-amid-booming-ai-demand",{"id":87,"title":88,"source":89,"logo":31,"time":90},758349,"AI computing power demand is overwhelming everything! Taiwan Semiconductor (TSM.US) reported a 58% surge in quarterly profits, with the AI 'spending battle' still in full swing.","https://www.moomoo.com/news/post/68425978/ai-computing-power-demand-is-overwhelming-everything-taiwan-semiconductor-tsmus","13H AGO",{"id":92,"title":93,"source":94,"logo":5,"time":81},757237,"TSMC posts 2025 Form 20-F online, offers free printed copies","https://www.stocktitan.net/news/TSM/tsmc-files-annual-report-on-form-20-f-for-yszh2z1upoz8.html",{"id":96,"title":97,"source":98,"logo":36,"time":99},758348,"Taiwan’s chipmaker TSMC reports 58% jump in profit, warns about Iran war impacts","https://apnews.com/article/semiconductors-chips-tsmc-taiwan-iran-war-624137ae5b2a5bfe9ca2ccfc648b5dc1","10H AGO",{"id":101,"title":102,"source":103,"logo":17,"time":81},757236,"NVIDIA Supplier Taiwan Semiconductor Is Winning The AI Chip War — And The CEO Just Told Intel, Tesla Why","https://www.benzinga.com/markets/earnings/26/04/51853088/nvidia-supplier-taiwan-semiconductor-is-winning-the-ai-chip-war-and-the-ceo-just-told-intel-tesla-why",{"id":105,"title":106,"source":107,"logo":5,"time":108},758347,"Taiwan Semi (TSM) PT Raised to $480 at Needham","https://www.streetinsider.com/Analyst+Comments/Taiwan+Semi+%28TSM%29+PT+Raised+to+%24480+at+Needham/26321531.html","8H AGO",{"id":110,"title":111,"source":112,"logo":41,"time":81},757235,"TSMC's Record Quarter Proves AI Is Still An Industrial Story","https://www.forbes.com/sites/renanaashkenazi/2026/04/16/tsmcs-record-quarter-proves-ai-is-still-an-industrial-story/",{"id":114,"title":115,"source":116,"logo":15,"time":108},757234,"Breakfast News: TSM Cashes In On The AI Frenzy","https://www.fool.com/investing/breakfast-news/2026/04/16/breakfast-news-tsm-cashes-in-on-the-ai-frenzy/",{"id":118,"title":119,"source":120,"logo":19,"time":99},757311,"Chip Maker TSMC Is More Bullish Than Ever on AI, Despite Iran War","https://www.wsj.com/business/earnings/tsmc-posts-profit-beat-despite-middle-east-conflict-f0505d7c",{"id":122,"title":123,"source":124,"logo":13,"time":108},757233,"Taiwan Semiconductor: Exceptional Business, Stretched Valuation (NYSE:TSM)","https://seekingalpha.com/article/4891179-taiwan-semiconductor-exceptional-business-stretched-valuation",{"id":126,"title":127,"source":128,"logo":33,"time":81},757310,"TSMC raises 2026 revenue forecast after record Q1 profit","https://qz.com/tsmc-record-profit-revenue-forecast-ai-chips-041626",{"id":130,"title":131,"source":132,"logo":5,"time":108},757232,"TSMC Reports First Quarter EPS of NT$22.08|Taiwan Semiconductor Manufacturing Company Limited","https://pr.tsmc.com/english/news/3297",{"id":134,"title":135,"source":136,"logo":40,"time":137},757253,"Got $5,000? This Is the No. 1 Semiconductor Stock to Buy Before Earnings Season Really Gets Going","https://www.aol.com/finance/got-5-000-no-1-181100280.html","1D AGO",{"id":139,"title":140,"source":141,"logo":49,"time":137},757252,"Attorney says man accused of throwing Molotov cocktail at Sam Altman's house was suffering 'acute mental health crisis'","https://www.barchart.com/story/news/1306385/attorney-says-man-accused-of-throwing-molotov-cocktail-at-sam-altman-s-house-was-suffering-acute-mental-health-crisis",{"id":143,"title":144,"source":145,"logo":35,"time":137},757251,"The Price of Resiliency: TSMC Braces for Earnings as Arizona Expansion Commands Massive Premium","https://www.financialcontent.com/article/marketminute-2026-4-15-the-price-of-resiliency-tsmc-braces-for-earnings-as-arizona-expansion-commands-massive-premium",{"id":147,"title":148,"source":149,"logo":30,"time":150},757250,"Is It Too Late To Consider Taiwan Semiconductor Manufacturing (NYSE:TSM) After Its 1-Year Surge?","https://simplywall.st/stocks/us/semiconductors/nyse-tsm/taiwan-semiconductor-manufacturing/news/is-it-too-late-to-consider-taiwan-semiconductor-manufacturin-8","18H AGO",{"id":152,"title":153,"source":154,"logo":44,"time":81},759022,"AI boom drives TSMC profit up 58%","https://www.euronews.com/business/2026/04/16/fresh-demand-for-ai-pushed-worlds-largest-chipmaker-tsmcs-profit-up-by-58",{"id":156,"title":157,"source":158,"logo":11,"time":159},759023,"TSMC accelerates critical chip production in Arizona. Here's the new timeline","https://www.bizjournals.com/phoenix/news/2026/04/16/tsmc-first-quarter-financial-results.html","44M AGO",{"id":161,"title":162,"source":163,"logo":52,"time":164},759026,"TSMC sees revenue increase 35%, signals strong future for Arizona semiconductors","https://azbigmedia.com/business/tsmc-sees-revenue-increase-35-signals-strong-future-for-arizona-semiconductors/","2H AGO",{"id":166,"title":167,"source":168,"logo":47,"time":169},759027,"NVDA, AMD, AVGO: Chip Stocks Rally as TSMC and ASML Signal Strong AI Demand","https://www.tipranks.com/news/tsmc-and-asml-just-gave-the-ai-boom-a-massive-green-light","5H AGO",{"id":171,"title":172,"source":173,"logo":39,"time":108},757309,"Chip Foundry TSMC Beats First-Quarter Targets, Guides Up","https://www.investors.com/news/technology/tsm-stock-tsmc-q1-2026-earnings/",{"id":175,"title":176,"source":177,"logo":18,"time":178},757249,"TSMC Q1 earnings break records, but why isn't the stock moving?","https://invezz.com/news/2026/04/16/tsmc-q1-earnings-break-records-but-why-isnt-the-stock-moving/","14H AGO",{"id":180,"title":181,"source":182,"logo":5,"time":90},757247,"TSMC Earnings: TSM Stock Gains on Record $18B Profit and Strong AI Demand","https://www.tipranks.com/news/tsmc-earnings-tsm-stock-hits-record-highs-on-record-18b-profit-and-strong-ai-demand",{"id":184,"title":185,"source":186,"logo":50,"time":187},757246,"Taiwan Semiconductor Manufacturing Q1 Earnings Call Highlights","https://finance.yahoo.com/markets/stocks/articles/taiwan-semiconductor-manufacturing-q1-earnings-080335412.html","12H AGO",{"id":189,"title":190,"source":191,"logo":34,"time":192},758357,"TSMC Earnings: Refining Guidance and Expansion Plans Amid Strong AI Demand","https://global.morningstar.com/en-eu/stocks/tsmc-earnings-refining-guidance-expansion-plans-amid-strong-ai-demand","6H AGO",{"id":194,"title":185,"source":195,"logo":12,"time":187},757245,"https://www.marketbeat.com/instant-alerts/taiwan-semiconductor-manufacturing-q1-earnings-call-highlights-2026-04-16/",{"id":197,"title":198,"source":199,"logo":14,"time":192},758356,"TSMC reports projection-smashing profits for the first quarter of 2026","https://www.pcgamer.com/hardware/tsmcs-latest-bank-report-is-exactly-as-youd-expect-it-mo-wafers-mo-money/",{"id":201,"title":202,"source":203,"logo":16,"time":187},757244,"TSMC Raises Revenue Forecast as AI Chip Demand Surges","https://www.theinformation.com/briefings/tsmc-raises-revenue-forecast-ai-chip-demand-surges",{"id":205,"title":206,"source":207,"logo":28,"time":187},757387,"TSMC in charts: 3nm chips drive 25% of wafer revenue in Q1, with advanced nodes (7nm and below) at 74%","https://www.msn.com/en-us/money/savingandinvesting/tsmc-in-charts-3nm-chips-drive-25-of-wafer-revenue-in-q1-with-advanced-nodes-7nm-and-below-at-74/ar-AA2112Wx",{"id":209,"title":210,"source":211,"logo":10,"time":169},758355,"TSMC Stock Slips. Chip Maker Flags Higher Spending After Earnings Beat.","https://www.barrons.com/articles/tsmc-earnings-stock-price-taiwan-semi-887252c1",{"id":213,"title":214,"source":215,"logo":22,"time":216},757243,"TSMC beat-and-raise shows chip momentum is continuing","https://www.marketwatch.com/story/tsmc-beat-and-raise-shows-chip-momentum-is-continuing-7a801aa6","11H AGO",{"id":218,"title":219,"source":220,"logo":5,"time":187},757386,"TSMC Q1 profit jumps 58% to record, beats expectations By Reuters","https://www.investing.com/news/stock-market-news/tsmc-q1-profit-jumps-58-to-record-beats-expectations-4617077",{"id":222,"title":223,"source":224,"logo":23,"time":169},758354,"TSMC: The Ultimate AI Growth Engine (NYSE:TSM)","https://seekingalpha.com/article/4891266-tsmc-the-ultimate-ai-growth-engine",{"id":226,"title":227,"source":228,"logo":24,"time":99},757242,"TSMC lifts revenue forecast, pledges more capital spending to meet AI chip demand","https://www.theglobeandmail.com/world/article-tsmc-lifts-revenue-forecast-pledges-more-capital-spending-to-meet-ai/",{"id":230,"title":231,"source":232,"logo":26,"time":178},758353,"TSMC warns higher gas prices amid Middle East conflict could impact profit","https://asia.nikkei.com/business/tech/semiconductors/tsmc-warns-higher-gas-prices-amid-middle-east-conflict-could-impact-profit",{"id":234,"title":235,"source":236,"logo":37,"time":99},757241,"AI Trade Fuels Emerging-Markets Stock Rally After TSMC Results","https://www.bloomberg.com/news/articles/2026-04-16/ai-trade-fuels-emerging-markets-stock-rally-after-tsmc-results",{"id":238,"title":239,"source":240,"logo":27,"time":90},758352,"TSMC: Q1 Earnings Snapshot","https://www.kare11.com/article/syndication/associatedpress/tsmc-q1-earnings-snapshot/616-70a4407d-34ee-49f9-a525-64c41a175a9d",{"id":242,"title":243,"source":244,"logo":38,"time":99},757240,"Taiwan's chipmaker TSMC reports 58% jump in profit, warns about Iran war impacts","https://www.wral.com/news/ap/62413-taiwans-chipmaker-tsmc-reports-58-jump-in-profit-warns-about-iran-war-impacts/",{"id":246,"title":247,"source":248,"logo":45,"time":90},758351,"AI demand drives chipmaker TSMC's net profit to fresh record","https://www.hpenews.com/news/national/ai-demand-drives-chipmaker-tsmcs-net-profit-to-fresh-record/article_13aad18c-4b04-5dab-bcdb-be94808fdfbd.html",{"id":250,"title":251,"source":252,"logo":20,"time":90},758350,"TSMC 1Q26 earnings: AI demand sends profit up 58%, gross margin to all-time high","https://www.digitimes.com/news/a20260416VL214/tsmc-earnings-revenue-demand-taiwan.html",{"id":254,"title":255,"source":256,"logo":51,"time":192},758393,"TSMC and ASML post-earnings stock moves could be a sign of what's to come from chip companies","https://www.cnbc.com/2026/04/16/taiwan-semi-tsm-asml-stock-earnings-ai-chips.html",{"id":258,"title":259,"source":260,"logo":46,"time":108},758392,"Taiwan Semiconductor CEO just dropped a hint about the next move in AI stocks","https://finance.yahoo.com/news/taiwan-semiconductor-ceo-just-dropped-a-hint-about-the-next-move-in-ai-stocks-120227431.html",{"id":262,"title":247,"source":263,"logo":25,"time":90},759190,"https://www.lebanondemocrat.com/news/national/ai-demand-drives-chipmaker-tsmcs-net-profit-to-fresh-record/article_9ffeaf88-48f7-57d3-a359-89ef9e08b7d8.html",{"id":265,"title":266,"source":267,"logo":42,"time":268},759195,"Could Elon Musk threaten TSMC's chip-sector dominance?","https://finance.yahoo.com/video/could-elon-musk-threaten-tsmcs-chip-sector-dominance-163448779.html","3H AGO",{"id":270,"title":271,"source":272,"logo":29,"time":169},759196,"As Taiwan Semi's Earnings Wow, Is It Time to Buy on Weakness?","https://pro.thestreet.com/trade-ideas/as-taiwan-semis-earnings-wow-is-it-time-to-buy-on-weakness",{"id":274,"title":275,"source":276,"logo":32,"time":169},759197,"TSMC's Upbeat Q1 Earns It A New Price Target Implying Potential 32% Upside — CEO Reiterates Conviction In AI Megatrend","https://stocktwits.com/news-articles/markets/equity/tsm-stock-price-target-hike-beat-raise-q1-demand-megatrend-ai-agents/cZJv8jfRIDY",{"id":278,"title":279,"source":280,"logo":21,"time":281},759159,"TSMC’s Results Weren’t a Great Sign for Apple","https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-04-16-2026/card/tsmc-s-results-weren-t-a-great-sign-for-apple-q8Pv7dWsepHLWQCP8tgH","1H AGO","#ac2174ff","#ac21744d",1776385870025]