After posting new high net profit in the first quarter, TSMC management projects 2Q26 revenue to land between $39.0 billion and $40.2 billion, representing a year-over-year increase of approximately 32% and a sequential gain of around 10%. On the profitability front, assuming an exchange rate of US$...

TSMC today announced consolidated revenue of NT$1,134.10 billion, net income of NT$572.48 billion, and diluted earnings per share of NT$22.08 (US$3.49 per ADR unit) for the first quarter ended March 31, 2026. As Reuters notes, a net profit above NT$505.7 billion would mark its highest-ever quarte...

Tesla has announced that its AI5 chip has officially completed tape-out, with additional details now emerging. According to Hankyung, the prototype has been confirmed to be produced on Samsung Electronics’ domestic foundry line. As highlighted by SEDaily, the marking “KR2613” is visible on the...

Ahead of its earnings call later today, TSMC is poised to capture incremental orders from the newly announced Meta Platforms–Broadcom AI chip alliance. According to Commercial Times, the partners are targeting the launch of a self-developed chip based on TSMC’s 2nm process as early as 1H27, pair...

On April 7, San’an Optoelectronics announced that its optical communications segment has achieved notable progress in three key areas: high-speed optical chips, overseas market expansion, and automotive optical communications. In the high-speed optical chip segment, the company has officially l...