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Taiwan Semiconductor raises FY2026 revenue forecast 27.5% on strong AI and data center demand

Analyst Insights
17 Jun 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Taiwan Semiconductor (TSM) continues to lead the chip manufacturing industry with exceptional revenue and earnings growth, driven by strong demand from AI and data centers. The company has raised its FY2026 revenue forecast to $163.8 billion, a 27.5% increase from previous estimates. Despite high valuation multiples, TSM's strong free cash flow, expanding margins, and $106 billion cash reserve support a bullish outlook. Strategic geographic diversification and ongoing R&D investments position TSM to capture a major share of the projected $1.6 trillion semiconductor market by 2030.

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