TSMC 1Q26: Revenue up 6.2% q/q and 40.3% y/y to $35.82B (above high-end guidance). Only 7th time q/q growth seasonally weakest quarter 1Q in last 25+ years. Y/Y growth re-accelerated from +35% to +40% (vs 30% CY26 guidance). $10.3B incremental in one quarter is the largest absolute dollar y/y increase for any Q1 ever. The remaining 9 months only need +27% y/y to hit 30% full-year target. Could easily beat guidance.
Source: Sravan Kundojjala
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