TSMC reported record consolidated sales of NT$401.26 billion (US$12.71 billion) for January 2026. Revenue increased 36.8% year-over-year. Monthly sales rose 19.8% compared to December. Strong demand for AI chips using 3nm processes drove the performance.
The board approved a US$44.96 billion capital expenditure budget for 2026 to support the ongoing AI boom. The company projects 30% revenue growth for the year. This forecast significantly exceeds current semiconductor industry averages.
TSMC shares traded at $361.00, up 1.57%, during mid-morning trading on February 10. The stock gain aligns with positive sentiment across the technology sector and broader market advances.