TSMC posted a record profit of NT$572.48 billion (US$18.06 billion) in the first quarter of 2026, marking another high in overall performance. For the second quarter of 2026, TSMC guided revenue between US$39 billion and US$42 billion, up 8.6% to 17% sequentially, or NT$1.236 trillion to NT$1.331 trillion at NT$31.7 per US dollar. Gross margin is forecast at 65.5%–67.5%, with operating margin at 56.5%–58.5%.

Passive component manufacturer Yageo held its first-quarter 2026 online earnings call on April 15, reporting strong financial results. Company CEO David Wang said that robust demand from applications related to artificial intelligence (AI) boosted sales of both standard and specialty products. Combined with the gradual impact of price increases, this drove significant growth in revenue and profits for the quarter, exceeding previous projections.

The Chinese government has introduced sweeping regulations that authorize investigations and penalties against foreign companies that decouple from China’s supply chain. The new rules arrive as global supply chains face mounting geopolitical pressure and China’s export surplus continues to grow.

Fresh off a quarter in which it beat its own margin forecasts by a wide margin, TSMC issued second-quarter guidance that signals the AI-driven chip boom is accelerating rather than plateauing. The world’s largest contract chipmaker projected a second quarter 2026 revenue of US$39-40.2 billion, which at the midpoint would represent roughly 9% sequential growth from the US$35.90 billion it just reported — and more than 50% above where it stood a year ago.