TSMC is set to post another record quarter. Analysts forecast Q1 2026 net profit to rise 50% year-on-year, marking the fourth consecutive record-breaking quarter for the world’s largest chip foundry.

According to 19 analysts, TSMC’s Q1 net profit is expected at 543.3 billion TWD (~$16.8 billion). A print above 505.7 billion TWD would set a new all-time high and extend its growth streak to nine quarters.

3nm process technology and advanced packaging are the core growth engines, with demand outstripping current capacity. As the key supplier to Nvidia, Apple, and other tech giants, TSMC’s market cap has climbed to ~$1.68 trillion – nearly double that of Samsung Electronics.

Q1 revenue already beat expectations, rising 35% YoY. While Middle East tensions could impact helium and neon gas supplies, analysts believe TSMC has ample contingency plans.

Investors are closely watching capital expenditure guidance. In January, TSMC projected $52–56 billion in 2026 capex, up as much as 37% from 2025. Any increase would signal strong long-term AI demand.

Globally, TSMC is expanding rapidly: a $165 billion investment in Arizona and plans to bring 3nm to Japan. The stock is up 34% this year, outpacing the broader market’s 27% gain.

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