Signal TSMC Semiconductor Supply Chain Under Strait of Hormuz Blockade Risk

Summary

TSMC reported first-quarter 2026 revenue of 35.6 billion dollars, up 45.2% from the same period a year earlier. This marked its eighth consecutive quarter of growth. Capital expenditure for the period came in between 5.2 and 5.6 billion dollars. The results were described as coming against a backdrop of exposure to Strait of Hormuz blockade risk. The growth stands out for occurring while the semiconductor supply chain faces this geopolitical exposure.