"TSMC's revenue reached $33.73 billion, up 20.4% year-over-year, with a gross margin of 62.3%, driven by advanced nodes, particularly 3nm technology, which contributed significantly to wafer revenue."
"Broadcom's AI chip revenue hit $8.40 billion in Q1 FY2026, a 106% year-over-year increase, driven by robust demand for custom AI accelerators and AI networking solutions."
"TSMC's capital expenditure budget of $52 billion to $56 billion for 2026 reflects strong demand verified through customer conversations, while Broadcom's asset-light structure results in a different financial profile."
TSMC reported Q4 2025 revenue of $33.73 billion, up 20.4% year-over-year, driven by advanced nodes, particularly 3nm technology. CEO C.C. Wei confirmed strong demand from cloud providers, leading to a capital expenditure budget of $52 billion to $56 billion for 2026. Broadcom's Q1 FY2026 results showed AI chip revenue of $8.40 billion, a 106% increase year-over-year, fueled by demand for custom AI accelerators. Broadcom's Semiconductor Solutions segment grew 52% year-over-year, representing 65% of total revenue, highlighting the contrasting business models of TSMC and Broadcom in the semiconductor market.
Read at 24/7 Wall St.
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