TSMC Set For Record Profit Surge As AI Chip Demand From Nvidia And Apple Outpaces Supply, Analysts Forecast 50% Jump

Taiwan Semiconductor Manufacturing Company (NYSE:TSMC) is poised to deliver another record-breaking quarter on Thursday.
AI Demand Drives Record Earnings Growth
TSMC is expected to report a net profit of about $17.2 billion for the January–March quarter, marking a roughly 50% year-over-year increase, Reuters reported on Wednesday, citing LSEG SmartEstimate.
A result above prior records would extend its streak of consecutive quarterly profit growth to nine.
The world's largest contract chipmaker has been a key beneficiary of the AI boom, supplying advanced semiconductors to major clients such as Nvidia Corp (NASDAQ:NVDA) and Apple Inc. (NASDAQ:AAPL).
Advanced Chip Demand Outpaces Supply
Strong demand for TSMC's 3-nanometer chips and advanced packaging technologies — essential for high-perfo