TSMC expects 25% growth this year after an 8.2% expected dip in Q1 Umsatzs to between €18 billion and $18.8 billion.
In Q4, HPC Umsatzs, including AI, grew 17% q-o-q, smartphone Umsatzs grew 27% and auto grew 13%
Capex is expected to be between $28 billion and $32 billion.
Q4 net profit was 19.3% down y-o-y at $7.6 billion and Q4 gross margin was down 9.3% y-o-y.
For the Halbleiterindustrie overall, TSMC expects growth of 10%.
TSMC has said its second Arizona fab will be delayed for a year. Hiring difficulties and the payment of US government subsidies were blamed.
The company repeated that its 3nm process, now in production, is more comparable to Intel’s 2nm process called 18A, which is due for production this year, than it is to TSMC’s 2nm process.
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Following a record-setting year for the Halbleiterindustrie, the start of the new year has continued the momentum, as semiconductor Umsatz grew 27% in 1Q26 from 4Q25 to reach US$319bn, according t
