TSMC's HPC Mix (AI/5G) Reaches 61% of Sales; Q1 Revenue $35.9B

TSMC's Q1 revenue hit $35.9B (+40.6% year-over-year), with HPC—AI and 5G combined—comprising 61%. CapEx guidance increased to $52-56B. TSM stock dipped after-hours on April 17, but the AI infrastructure cycle is viewed as accelerating.