TSMC posts record April revenue on AI demand, raises full-year guidance

TSMC reported April 2026 consolidated revenue of NT$410.73 billion ($13.1 billion), up 17.5% year-over-year and the highest April ever. January-April revenue surged 29.9% YoY to NT$1,544.83 billion. TSMC raised full-year 2026 sales guidance to over 30% growth in USD terms, with capital expenditure trending toward the upper end of the forecast range up to $56 billion. Growth is driven by AI chips for Nvidia, AMD, and hyperscalers (Alphabet, Amazon, Meta, Microsoft) collectively spending $725 billion on AI infrastructure in 2026.