TSMC Sees Revenue Growth Topping 30% on Strong AI Demand

TSMC is the world’s largest contract chipmaker, and its advanced process technologies and CoWoS packaging are critical to capacity expansion by AI chip customers including NVIDIA. The evolution of generative AI into Agentic AI capable of carrying out tasks autonomously is driving demand for data-center computing, making TSMC’s orders and capital spending key indicators of the AI cycle.

At TSMC’s annual general meeting on June 4, 2026, Chairman and CEO C.C. Wei forecast that full-year revenue in U.S. dollar terms would grow by more than 30% year on year. He maintained the company’s capital expenditure guidance of $52 billion to $56 billion. Shareholders approved 2025 consolidated revenue of NT$3.80905 trillion and net profit of NT$1.71788 trillion, with a full-year cash dividend of at least NT$24 per share.