Silicon Monopoly: TSMC Expects Fourth Consecutive Quarter of Record Profit

The hardware supercycle continues to rewrite industry financial records. On April 13, 2026, Reuters, citing TSMC data, reported that the Taiwanese monopolist expects unprecedented profits for the first quarter.

The upcoming earnings call (scheduled for April 16) will mark the fourth consecutive quarter of growth. The fundamental driver is the insatiable demand for data center chips. TSMC is the primary beneficiary of a race that involves leaders like NVIDIA as well as developers of custom silicon (like the recent Broadcom and Google deal). The entire global AI industry relies on the lithographic capacity of a single company, which explains why nations (Japan with Rapidus, China with domestic startups) are so desperately trying to diversify semiconductor production.

Source: TSMC / Reuters