Signal TSMC Semiconductor Supply Chain Under Strait of Hormuz Blockade Risk

Summary

TSMC reported first-quarter 2026 revenue of $35.6 billion, up 45.2% year on year in its eighth consecutive quarter of growth, with capital expenditure of $5.2 to $5.6 billion. The performance sits against exposure to a Strait of Hormuz blockade. The original source page could not be retrieved (HTTP 410 Gone), and web search for additional corroborating coverage of this specific Hormuz-blockade risk framing did not surface further usable, independently verifiable facts beyond the existing financial figures. No additional facts could be confirmed.