TSMC Apr 2026 - Revenue up 0.4% M/M and 22.4% y/y to $13.084B, new monthly ATH, third record month of 2026 (Jan, Mar, Apr)- 4M YTD through Apr $48.9B, +35.1% y/y- 2Q26 guide on track; April alone covers 33% of midpoint, in line with normal first-month pacing- TSMC needs to grow at 34.9% for the rest of the year to hit 35% full-year growth (&gt;30% guidance); 30.7% for 32% CY26 growth- 10 of TSMC's 12 all-time-high months have been set in the last 24 months- The flat M/M looks soft against history (5-yr seasonal avg +5.1%)Source: Sravan Kundojjala