TSMC poised for record fourth consecutive quarter on AI boom.

TSMC poised for record fourth consecutive quarter on AI boom. The world's largest advanced chip manufacturer is expected to report a 50% surge in net profit for the first quarter, driven by insatiable demand for artificial intelligence infrastructure. Revenue jumped 35% year-on-year, significantly outpacing analyst expectations. TSMC's 3-nanometre technology and advanced packaging capabilities continue to outstrip production capacity, cementing its dominance over competitors like Samsung. The company's market capitalization has nearly doubled to $1.6 trillion, making it Asia's most valuable firm. Management will provide second-quarter guidance and updated full-year outlook during Thursday's earnings call. Capital spending decisions will signal confidence in sustained long-term AI demand as TSMC invests $165 billion in Arizona facilities and expands advanced manufacturing in Japan.