TSMC will release 1st quarter (Q1) earnings today (4/16) and some of the loftier expectations are for the chip giant to raise the full-year revenue growth target to 35% from ‘near-30%’ and announce a 3-year capex spending plan of US$190-$200 billion (2026 $56B, 2027 $65B, 2028 $80B), on strong demand for advanced chip production across AI chips, networking chips, CPUs, more, media report, adding Q2 outlook is expected to see TSMC forecast a 5-10% revenue increase vs Q1. $Taiwan Semiconductor(TSM.US) $Applied Materials(AMAT.US) $ASML(ASML.US) $LRXC $KLA(KLAC.US) #semiconductors #semiconductor

Source: Dan Nystedt