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TSMC forecasts nearly 30% revenue growth in 2026 as AI drives strong margins and capex surge

  • Digitimes faviconDigitimes

    By Charlene ChenJan 15, 2026, 7:55 am99 pts
    photo of TSMC forecasts nearly 30% revenue growth in 2026 as AI drives strong margins and capex surge imageTSMC held its earnings conference call on January 15, 2026, and guided for the first quarter. The company expects revenue to range between US$34.6–35.8 billion. Gross margin is projected at 63–65%, while operating margin is expected to rise significantly to 54–56%.
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