---
title: "It is a rare thing for TSMC to post sequential revenue  growth in 1Q. Happened only 6 times in the 2"
description: "It is a rare thing for TSMC to post sequential revenue  growth in 1Q. Happened only 6 times in the 25 years. Covid cycle in 2021-22, smartphone boom in 2012, 2001/2009 crisis recovery fueled previous "
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000405170.md"
published_at: "2026-01-16T16:54:06.000Z"
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203)"
---

# It is a rare thing for TSMC to post sequential revenue  growth in 1Q. Happened only 6 times in the 2

It is a rare thing for TSMC to post sequential revenue growth in 1Q. Happened only 6 times in the 25 years. Covid cycle in 2021-22, smartphone boom in 2012, 2001/2009 crisis recovery fueled previous instances. The 2026 guidance obviously fueled by AI. 1Q tends to be seasonally a weak quarter due to smartphone dip. But due to HPC/AI shift, new seasonality is coming? From Apple to NVIDIA cycle shift.

Source: Sravan Kundojjala

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---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.