TSMC Revenue Jumps 35% as AI Chip Demand Shows No Signs of Slowing

TSMC's Q1 revenue beat forecasts with 35% year-over-year growth, driven almost entirely by AI accelerator demand.

TSMC reported Q1 revenue growth of 35% year over year, comfortably beating analyst estimates on the back of relentless demand for AI chips, as @Reuters reported. The results confirm that the AI hardware cycle remains in full expansion mode, with no sign of the demand plateau that skeptics have been predicting since late 2024.

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