4月16日，受益于全球对AI处理器的旺盛需求，台积电公布2026年第一季度财报，营收达359亿美元，超越公司预期上限；净利润为5725亿元新台币（约合182亿美元），同比大增58.3%，创历史新高，同时超出市场预期。毛利率为66.2%，营益率为58.1%，均高于公司此前预估。
制程结构方面，3纳米制程出货占第一季度晶圆销售金额的25%，5纳米制程占36%，7纳米制程占13%。整体来看，先进制程（含7纳米及更先进制程）营收合计占比达74%。
台积电预计第二季度营收为390亿至402亿美元（2025年同期为300.7亿美元），毛利率预计为65.5%至67.5%（第一季度为66.2%）。
随着人工智能交易强势回归，散户投资者一窝蜂涌入，推动台积电股价本周一度创下历史新高。尽管台积电股权结构仍以机构投资者为主导，但散户数量激增，影响力日益增强。
数据显示，台积电“零股”持有人数自2月底以来增长约30%，已突破200万，创下历史纪录。
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