TAIPEI (Taiwan News) — TSMC is expected to post a fourth consecutive quarter of record profit amid strong demand for AI chips, Reuters reported Monday.
Analysts estimate net profit for January–March at roughly NT$542.6 billion (US$17.1 billion). Any result above NT$505.7 billion would mark a record high and extend its profit growth streak to nine quarters.
The gains are driven by surging demand for advanced 3 nm chips and packaging technologies used in AI infrastructure. Demand continues to outpace TSMC’s current production capacity.
The company, a key supplier to Nvidia and Apple, has seen its market value climb to about NT$50.85 trillion (US$1.6 trillion). The figure is nearly double the valuation of rival Samsung.
TSMC reported on Friday a 35% year-on-year rise in first-quarter revenue, beating market expectations. Analysts expect continued sequential growth in the second quarter, supported by sustained AI demand and its leadership in advanced nodes.
Investors are also watching whether the company will adjust its capital spending plans, per Reuters. Analysts say any increase would signal confidence in long-term AI-driven growth.
Geopolitical risks remain a concern, with Middle East tensions threatening supplies of key materials such as helium and neon. However, International Data Corporation analyst Galen Zeng said TSMC’s diversified sourcing and inventory buffers should help it manage short-term disruptions.
