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TSM
NYSE Manufacturing

TSMC Reports Strong April Revenue, Up 17.5% YoY and 29.9% YTD

Analysis by Arik Shkolnikov
Sentiment info
Positive
Importance info
8
Price
$414.26
Mkt Cap
$1.907T
52W Low
$171.37
52W High
$420
Market data snapshot near publication time

summarizeSummary

Taiwan Semiconductor Manufacturing Company announced robust April 2026 revenue, showing significant year-over-year and year-to-date growth, despite a slight month-over-month decrease.


check_boxKey Events

  • Strong April Revenue Growth

    Net revenue for April 2026 increased by 17.5% year-over-year to NT$410.73 billion.

  • Robust Year-to-Date Performance

    Revenue for January through April 2026 totaled NT$1,544.83 billion, marking a 29.9% increase compared to the same period in 2025.

  • Minor Month-over-Month Dip

    April 2026 revenue saw a slight decrease of 1.1% from March 2026.


auto_awesomeAnalysis

This 6-K filing provides a positive update on TSMC's operational performance, with April revenue increasing 17.5% year-over-year and year-to-date revenue up nearly 30% compared to the same period last year. These strong growth figures for a company of TSMC's scale indicate sustained high demand for its semiconductor manufacturing services, reflecting a healthy underlying market for advanced chips. The minor month-over-month decline is likely a normal fluctuation and does not detract from the overall positive trend. This robust performance supports the company's stock trading near its 52-week high. Investors should view this as a confirmation of the company's strong market position and continued execution.

At the time of this filing, TSM was trading at $414.26 on NYSE in the Manufacturing sector, with a market capitalization of approximately $1.9T. The 52-week trading range was $171.37 to $420.00. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.

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