{"id":803039,"date":"2026-04-17T19:55:01","date_gmt":"2026-04-17T19:55:01","guid":{"rendered":"https:\/\/www.abnewswire.com\/pressreleases\/?p=803039"},"modified":"2026-04-17T19:55:01","modified_gmt":"2026-04-17T19:55:01","slug":"abishai-financial-asia-says-tsmc-sees-strong-q1-ai-growth","status":"publish","type":"post","link":"https:\/\/www.abnewswire.com\/pressreleases\/abishai-financial-asia-says-tsmc-sees-strong-q1-ai-growth_803039.html","title":{"rendered":"Abishai Financial Asia Says TSMC Sees Strong Q1 AI Growth"},"content":{"rendered":"

\"\"<\/strong><\/p>\n

Record quarterly profit at the world’s largest chip foundry signals persistent AI-driven demand for advanced nodes; pricing power and customer concentration sharpen the focus on portfolio risk limits, liquidity guardrails and supply-chain resilience.<\/strong><\/p>\n

Taiwan Semiconductor Manufacturing Company sets a new benchmark for the opening quarter of the year, and Abishai Financial Asia points to a simple driver: AI-led demand for advanced fabrication is turning scarcity into pricing power. Net profit stands at $18.3 billion for the quarter, a 58% lift compared with the equivalent quarter a year earlier, while revenue reaches $36.3 billion as record earnings extend across the past four quarters.<\/p>\n

High-performance computing for training and inference continues to pull forward capacity on the most advanced nodes, shifting the sector from a familiar boom-and-bust rhythm towards infrastructure-like demand. “The most valuable commodity is not a chip, it is assured capacity on the right node”, Daniel Coventry, Director of Private Equity at Abishai Financial Asia Pte. Ltd., frames the current set-up, with margins holding firm even as input costs for energy, industrial gases and specialty chemicals remain volatile through the quarter.<\/p>\n

Momentum strengthens as the quarter progresses. In the final month of the quarter, reported revenue reaches $12.7 billion, up 45.2% from the equivalent month a year earlier and 30.7% above the prior month, signalling that order flow accelerates rather than fades. Management guidance points to revenue growth approaching 30% in US dollar terms over the next four quarters, keeping utilisation and capital planning in sharp focus.<\/p>\n

In its latest note, Abishai Financial Asia highlights how the price ladder steepens at the frontier, with market estimates during the quarter putting a 3-nanometre wafer at $19,141.5 to $24,771.3, compared with $9,007.7 to $12,385.6 for 7-nanometre production. For Coventry, “that gap is the clearest expression of scarcity pricing”, and it helps explain why leading-edge capacity attracts premium contracts even when costs elsewhere in the supply chain fluctuate.<\/p>\n

Customer concentration remains part of the same story. One leading AI chip designer accounts for about 20% of turnover over the most recently completed financial year, with foundry orders valued around $23.3 billion, while North American clients contribute 76% of revenue in the latest regional split. Over the quarter under review, high-performance computing contributes 61% of sales and smartphones account for 26%, reinforcing a multi-year shift in end-demand and production priorities.<\/p>\n

The foundry’s latest annual investment programme targets $58.6 billion to $63.1 billion in capital expenditure over the coming year, with $50.6 billion authorised at the most recent board meeting, and between 70% and 80% of the budget directed to advanced process technologies over the programme period. Disclosures during the quarter put total U.S. expansion commitments at about $185.8 billion across fabrication sites, packaging facilities and research infrastructure as the company broadens its geographic footprint.<\/p>\n

Supply-chain resilience sits alongside earnings momentum. Trade data over the latest annual reporting cycle show helium exports of roughly 23 million cubic metres from Qatar, and energy remains a visible variable, with Brent crude pricing around $93.5 a barrel through the quarter. For Abishai Financial Asia, the investment case now requires discipline as well as conviction, with stress testing that models a 35% technology equity drawdown over a rapid correction phase and a deeper 80% decline spread over a two and a half year unwind. Coventry’s view is that “Risk controls are not a brake on returns, they are the way investors stay in the game when the narrative changes”.<\/p>\n

About Abishai Financial Asia<\/strong><\/p>\n

Abishai Financial Asia Pte. Ltd. (UEN: 201016239E) is a Singapore asset manager, operating from 2010, and positioned as a research-first partner in capital allocation.<\/p>\n

The firm focuses on risk-aware capital compounding in public markets through active equity selection, bottom-up research and disciplined rebalancing, supported by overlays that enhance resilience and capital efficiency, including systematic tilts, opportunistic hedging and drawdown-aware risk controls.<\/p>\n

Portfolio governance is guided by macro-aware risk budgeting, explicit risk limits, exposure and concentration guardrails, liquidity filters, stress testing, transparent attribution and ongoing monitoring with clear commentary.<\/p>\n

ESG is integrated through sector and issuer assessment, engagement expectations and governance screening where financially material across the investment lifecycle.<\/p>\n

The firm is exploring compliant product wrappers and distribution pathways that could, subject to suitability criteria, broaden selected solutions to retail-qualified investors over time.<\/p>\n

Further information is available at https:\/\/abishai.com<\/a>. Media enquiries: Peng Joon, p.joon@abishai.com<\/a>.<\/p>\n

Media Contact<\/span>
Company Name:<\/strong> abisha<\/a>
Contact Person:<\/strong> Peng Joon
Email:<\/strong> Send Email<\/a>
Country:<\/strong> Singapore
Website:<\/strong> https:\/\/abishai.com<\/a><\/p>\n

\"\"<\/p>\n","protected":false},"excerpt":{"rendered":"

Record quarterly profit at the world’s largest chip foundry signals persistent AI-driven demand for advanced nodes; pricing power and customer concentration sharpen the focus on portfolio risk limits, liquidity guardrails and supply-chain resilience. Taiwan Semiconductor Manufacturing Company sets a new … Continue reading →<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[411],"tags":[],"class_list":["post-803039","post","type-post","status-publish","format-standard","hentry","category-Technology"],"_links":{"self":[{"href":"https:\/\/www.abnewswire.com\/pressreleases\/wp-json\/wp\/v2\/posts\/803039","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.abnewswire.com\/pressreleases\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.abnewswire.com\/pressreleases\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.abnewswire.com\/pressreleases\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.abnewswire.com\/pressreleases\/wp-json\/wp\/v2\/comments?post=803039"}],"version-history":[{"count":0,"href":"https:\/\/www.abnewswire.com\/pressreleases\/wp-json\/wp\/v2\/posts\/803039\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.abnewswire.com\/pressreleases\/wp-json\/wp\/v2\/media?parent=803039"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.abnewswire.com\/pressreleases\/wp-json\/wp\/v2\/categories?post=803039"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.abnewswire.com\/pressreleases\/wp-json\/wp\/v2\/tags?post=803039"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}