TSMC's sales increased significantly year-on-year in February and January-February 2026, affected by AI demand and the situation in the Middle East - To The Moon

TSMC's sales increased significantly year-on-year in February and January-February 2026, affected by AI demand and the situation in the Middle East

TSMC's sales in February 2026 were NT$317.66 billion, representing a year-on-year increase of 22.2% and a month-on-month decrease of 20.8%; From January to February, the cumulative sales amounted to NT$718.91 billion, up 29.9% year-on-year. The growth was primarily driven by global AI hardware demand, reflecting strong momentum in AI infrastructure construction. The conflict in the Middle East has caused the market to pay attention to the uncertainty of data center investment demand. As the core foundry of AI chips, TSMC's performance is regarded as the weather vane of the global AI industry prosperity.

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- daz999999999daz999999999
  ·03-20 13:28
  Taiwan Semiconductor (TSM) Uproots Apple
  $Taiwan Semiconductor Manufacturing(TSM)$ Key Highlights For the first time in more than ten years, AI processors have replaced smartphones as the primary revenue catalyst for TSMC Nvidia’s contribution to TSMC’s total revenue has reached approximately 19%, surpassing Apple’s 17% share February revenue hit NT$317.66 billion (~$10.1 billion), marking a 22.2% increase compared to the previous year The opening two mo
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  Taiwan Semiconductor (TSM) Uproots Apple
- daz999999999daz999999999
  ·03-20 13:28
  Taiwan Semiconductor (TSM) Uproots Apple
  $Taiwan Semiconductor Manufacturing(TSM)$ Key Highlights For the first time in more than ten years, AI processors have replaced smartphones as the primary revenue catalyst for TSMC Nvidia’s contribution to TSMC’s total revenue has reached approximately 19%, surpassing Apple’s 17% share February revenue hit NT$317.66 billion (~$10.1 billion), marking a 22.2% increase compared to the previous year The opening two mo
  500 Comment
  1
  Share
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  Taiwan Semiconductor (TSM) Uproots Apple

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