Advanced Micro Devices investors are monitoring Taiwan Semiconductor Manufacturing Co. (TSMC) ahead of its first-quarter 2026 earnings report on April 16.
Analysts expect TSMC to report a 55% year-over-year increase in earnings per share. Intense demand for artificial intelligence infrastructure from major clients like AMD drives this projected growth.
TSMC serves as a critical barometer for the semiconductor industry and the global supply chain. The upcoming report will clarify demand levels for AMD’s high-performance AI accelerators and CPUs.
Strong results from the manufacturing partner would likely bolster investor confidence in AMD’s growth trajectory.