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TSMC Capable of Absorbing Higher Costs With Robust Chip Demand -- Market Talk

Dow Jones
Apr 16

0805 GMT - TSMC's robust results and guidance show that robust artificial-intelligence demand is more than offsetting cost pressures, says Josh Gilbert, market analyst at eToro. TSMC raised its full-year revenue growth outlook to above 30% from around 30% in U.S. dollar terms after its 1Q results. Although the Middle East conflict and energy shock pushed up chemical and gas prices, TSMC has the power to command premium pricing, he says. "Companies building out AI infrastructure are not pulling back on spending. If anything, they're accelerating," the analyst says. TSMC's results also should provide confidence heading into results from the likes of Amazon, Meta and Microsoft over the coming weeks, he says. Shares last ended at NT$2,085.00. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

April 16, 2026 04:05 ET (08:05 GMT)

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