TSMC lifts 2026 revenue growth forecast to 44%

At its investor conference, TSMC raised its full-year 2026 US dollar revenue growth guidance to about 44%, citing AI momentum and strong demand for advanced process technologies. The company also outlined 2nm expansion and a new 3nm fab.

• 2026 revenue growth guidance raised to about 44%
• Driven by AI demand and advanced nodes
• 2nm capacity is being expanded
• A new 3nm fab is planned