TSMC Q1 Record Profit Sparks 2.4% Drop

TSMC reported record-high Q1 2026 profit driven by AI chip demand, prompting plans to boost capacity and capex.
Shares fell 2.4% to T$2,305 in Taipei and 3.1% on NYSE as investors took profits after the earnings beat.
Company warned of long‑term supply risks for helium and bromine due to Middle‑East disruptions, though no near‑term impact expected.
Analysts raised concerns capacity constraints could delay Nvidia’s Vera Rubin AI chips, with CEO saying fabs need at least three years.