TSM: The Ultimate AI Winner Keeps Winning in 2026

Описание: TSM: The Ultimate AI Winner Keeps Winning in 2026

TSMC is still leading the AI revolution. Its latest results for the first quarter of 2026 reached 35.90 billion dollars in revenue, up 35.1 percent year over year.
The growth is driven by AI chips for giants like Nvidia and AMD, which now make up a record 61 percent of the business. Net income jumped 58.3 percent, and management raised its full-year 2026 growth target to above 30 percent. To stay ahead, TSMC is spending up to 56 billion dollars in 2026 and has already begun generating revenue from its new 2nm node.
With a remarkable 66.2 percent gross margin and an average analyst price target near 465 dollars, TSMC remains the essential backbone of the global digital economy.
Key points to track:
1) Progress of the 2nm technology ramp
2) Stability of gross margins above 65 percent
3) Global trade and geopolitical updates
Is TSM a must-have in your portfolio?
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Verified Sources (Deep Research)