TSMC reported February 2026 consolidated net revenue of NT$317.66 billion. This figure represents a 22.2% increase from February 2025. Revenue decreased 20.8% from January 2026. Robust global demand for AI technologies and 3-nanometer chips drove the year-over-year growth.
Cumulative revenue for the first two months of 2026 reached NT$718.91 billion. This total marks a 29.9% increase over the same period in 2025. Major clients like Nvidia fuel this sustained growth. These results position TSMC to meet its first-quarter revenue forecast.
TSMC's stock saw a significant surge in the Taiwanese market following the announcement.