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Story summary
- Taiwan Semiconductor Manufacturing Company (TSMC) is set to report a profit of T$542.6 billion for Q1 2026, driven by a 50% surge in demand for AI chips.
- Revenue rose 35% year-on-year to NT$1.134 trillion, beating expectations.
- Advanced 3-nanometer technology remains in high demand from Nvidia and Apple.
- Despite Middle East tensions, TSMC's diversified sourcing is expected to mitigate disruptions.
- The company is revising Japan plans to focus on 3-nanometer chips.
