---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39995042.md"
description: "🎯 TSMC is winning the AI chip war! The CEO just said these 4 words to Intel and TeslaTSMC just delivered a blockbuster Q1 earnings report: revenue of $35.9 billion, a staggering 35% year-on-year increase, with gross margin soaring directly to 66.2%.As NVIDIA's most critical supplier, it is leading comprehensively in the AI chip war. CEO C.C. Wei even directly addressed Intel and Tesla. What exactly did he say? Keep reading.The hardcore data speaks for itself:3nm process technology accounts for 25% of total revenue, 5nm for 36%, and advanced processes (7nm and below) contribute up to 74%.Gross margin surged by 740 basis points to 66.2%, and operating profit margin reached 58.1%.Full-year revenue growth guidance has been raised to over 30%.AI demand is keeping TSMC's capacity tight from now until 2027, providing strong support for both pricing power and profit margins.The most striking part was CEO C.C. Wei's exact words on the earnings call:Intel and Tesla are both our customers and potential competitors.But he emphasized just four words — “There are no shortcuts.”Building an advanced fab takes several years, and the production ramp-up takes another 1-2 years.Technology leadership + manufacturing excellence + customer trust are the true barriers in the foundry industry.Why is TSMC so confident?AI is evolving from generative to agentic, and computing demand is still growing explosively.High-performance computing (HPC) already accounts for 61% of TSMC's total revenue.Even in the face of rising input costs and geopolitical uncertainty, short-term production will not be disrupted.TSMC has left its competitors far behind with its actual capacity and yield rates.Implications for investors:In the entire AI supply chain, TSMC (TSM) currently remains a dual moat of technology and manufacturing.NVIDIA relies on it for GPU leadership, and Apple is also deeply tied to it.To catch the next wave of AI dividends, focus on the expansion of advanced process capacity and the sustainability of gross margins — these two signals are the most critical.How long do you think TSMC's moat can last?Do Intel and Tesla, by building their own capacity, really have a chance to catch up?Share your thoughts in the comments, and we'll continue the analysis in the next post."
datetime: "2026-04-17T11:16:42.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39995042.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39995042.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39995042.md)
author: "[辰逸](https://longbridge.com/en/profiles/16318663.md)"
---

# 🎯 TSMC is winning the AI chip war! The CEO just s…


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