TSMC Q1 2026 Earnings Update

MBI Deep Dives709 FollowersFollow5ShareSavePlay(5min)CommentsSummaryYesterday’s TSMC earnings call was yet another confirmation that the AI momentum right now is a one-way street: up and to the right.TSMC’s revenue from the most advanced nodes (7 nm or below), where they are a de facto monopoly, is now almost three-quarters of their revenue.It should be no surprise that TSMC revenue estimates continue to go higher. JHVEPhoto/iStock Editorial via Getty Images Yesterday’s TSMC (TSM) earnings call was yet another confirmation that the AI momentum right now is a one-way street: up and to the right. TSMC’s CEO, C.C. Wei, in his prepared remarks, encapsulated the sentiment around AI (emphasis mine):This article was written byMBI Deep Dives709 FollowersFollowI have background of working in the sell-side (outside the US) and in a long-only buy-side (US) shop before starting MBI Deep Dives. I also did my MBA, CFA, and FRM. I publish one Deep Dive on a publicly listed company every month.