---
title: "Key facts: TSMC NT$1.134T Q1, March NT$415B; Aletheia $600 Target"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/282409652.md"
description: "TSMC (2330) reported Q1 revenue of NT$1.134 trillion, a 35.1% year-over-year increase, with March sales reaching NT$415.19 billion, marking a 45% year-over-year and 31% month-over-month rise. The company benefited from strong AI chip demand, significantly boosting Taiwan's exports. Following the results, TSMC shares in the U.S. rose by approximately 1.4% to 2.7%. Aletheia has raised TSMC's price target to $600, citing expected growth in node and advanced-packaging capacity and a projected revenue CAGR of over 30% through 2027, alongside a funding requirement of $220-230 billion by 2028."
datetime: "2026-04-11T08:04:26.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/282409652.md)
  - [en](https://longbridge.com/en/news/282409652.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/282409652.md)
---

# Key facts: TSMC NT$1.134T Q1, March NT$415B; Aletheia $600 Target

-   TSMC (2330) Q1 revenue NT$1.134T (+35.1% y/y). March sales NT$415.19B (+45% y/y, +31% m/m), strongest month. Shares in U.S. gained ~1.4–2.7% after results.123
-   Taiwan Semiconductor Manufacturing Co. (2330) posted a record quarter on strong AI chip demand. Major supplier to Nvidia and Apple; sales boosted Taiwan’s March exports tied to AI semiconductors.456
-   Aletheia raised TSMC (2330) price target to $600, cites accelerated node and advanced-packaging capacity additions in 2027–28, \>30% revenue CAGR through 2027, and ~$220–230B funding need to 20287

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