Taiwan Semiconductor Set To Smash Records Again As AI Mania Fuels Profit Surge

Benzinga04-13 19:11

Analysts estimate Taiwan Semiconductor will post a roughly 50% jump in first-quarter net profit, marking a fourth straight record period, as demand for AI infrastructure continues to surge. Forecasts ...

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Galen Zeng, senior research manager at IDC, said the company’s diversified sou","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"AIPO":"Defiance AI and Power Infrastructure ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","SMA":"Smartstop Self Storage REIT Inc","AGIX":"通用人工智能 ETF-AGIX","ARTY":"ISHARES FUTURE AI & TECH ETF","BK4217":"自存仓储房地产信托"},"translate_title":"人工智能热潮推动利润飙升，台积电将再次打破纪录","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SMA":1,"ARTY":1.5,"AGIX":1.5,"CHAT":1.5,"AIPO":1.5},"content_text":"Analysts estimate Taiwan Semiconductor will post a roughly 50% jump in first-quarter net profit, marking a fourth straight record period, as demand for AI infrastructure continues to surge.\nForecasts compiled by LSEG point to net income of about 542.6 billion New Taiwanese dollars, while any result above 505.7 billion New Taiwanese dollars would set a new quarterly high and extend its profit growth streak, Reuters reported on Monday.\nExperts say demand for advanced technologies—especially 3-nanometer chips and packaging used in AI processors—continues to exceed supply.\nArthur Lai, head of technology research for Asia at Macquarie Capital, said he expects stronger quarter-on-quarter revenue guidance for the second quarter, driven by ongoing AI demand and Taiwan Semiconductor’s leadership in advanced nodes.\nDespite geopolitical risks tied to the Middle East, analysts believe Taiwan Semiconductor remains resilient. Galen Zeng, senior research manager at IDC, said the company’s diversified sourcing and inventory buffers should help it manage short-term disruptions, while also noting that future capital spending decisions will signal management’s confidence in long-term AI demand.\nSeparately, Bank of America Securities raised its price target on Taiwan Semiconductor and maintained a Buy rating, citing strong demand for high-performance computing, full utilization of 3-nanometer capacity, and customers’ willingness to pay premium prices.\nAt $367.50, TSM is trading 7.5% above its 20-day simple moving average (SMA), the stock’s average price over the last 20 sessions, which suggests buyers have kept the short-term trend pointed up despite the premarket pullback. It’s also trading 12.1% above its 100-day SMA, indicating the intermediate trend is still tilted higher.\nMoving average convergence divergence (MACD), a trend/momentum measure, is bullish with the MACD line at 3.1588 versus a -1.2852 signal line, which is consistent with upside momentum still having an edge. The key question for traders is whether that momentum can persist as the stock sits not far below the $390.00 area that has acted as resistance.\nThe countdown is on: Taiwan Semiconductor is set to report earnings on April 16, 2026 (confirmed).\nAnalyst Consensus & Recent Actions: The stock carries a Buy Rating with an average price target of $401.67. Recent analyst moves include:\nSignificance: Because TSM carries such a heavy weight in these funds, any significant inflows or outflows will likely trigger automatic buying or selling of the stock.\nTSM Stock Price Activity: Taiwan Semiconductor shares were down 0.70% at $368.01 during premarket trading on Monday, according to Benzinga Pro data.\nPhoto via Shutterstock\nTo add Benzinga News as your preferred source on Google, click here.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.40.0","shortVersion":"4.40.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2627437399","isCrawlerRequest":true}