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TSMC expected to report strong March results amid widespread shortages of GPUs, CPUs, and memory
Thursday, April 2, 2026 at 01:21 PM
Recent reports indicate that global computing resources are facing severe shortages across major components including GPUs, CPUs, DRAM, and enterprise SSDs (eSSD). Manufacturing data suggests that TSMC's financial performance for March 2026 is expected to be very strong due to high demand for these components.
Context
As of April 2024, TSMC is expected to report robust financial results for March, driven by a persistent global shortage across the AI and high-performance computing (HPC) supply chain. Internal data and market indicators suggest that demand for GPUs, CPUs, and memory remains in a state of critical undersupply, directly benefiting the world’s leading foundry. In the previous year, TSMC saw its March revenue surge 34.3% year-over-year to NT$195.21 billion, reflecting the early stages of the generative AI boom.
This momentum has intensified into 2026, with TSMC recently capturing nearly 70% of the global foundry market. The current shortage is exacerbated by bottlenecks in advanced packaging, specifically CoWoS capacity, which is projected to reach 100,000 wafers per month by the end of this year. Major clients like NVIDIA, Broadcom, and AMD continue to book the majority of leading-edge capacity, while memory suppliers like SK Hynix warn that the DRAM deficit could persist through 2028 due to the rapid adoption of AI servers and PCs.
Sources (10)
TSMC 2024 monthly revenue - Taiwan Semiconductor Manufacturing Company LimitedTSMC March 2024 Revenue Report[PDF] Responsible Supply Chain Report - ESG - TSMCNo chip supply shortage: SEMI - Taipei TimesExclusive: TSMC reshapes advanced packaging expansion, shifting AP8, AP7, and US fab plansTSMC March 2024 Revenue ReportTSMC's packaging capacity is being snapped up.-Electronics Headlines-EEWORLDTSMC's CoWoS packaging capacity reportedly stretched due to AI demand — Intel's EMIB and Foveros eyed as potential solution to bottleneck | Tom's Hardware
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