TSMC reported a massive 36.8% year-over-year revenue increase for January 2026, driven by relentless artificial intelligence demand and a recovery in non-AI applications. Shares climbed 2.71% to $365.03 in pre-market trading following the announcement.
- The semiconductor giant projects nearly 30% sales growth for the full year 2026, underscoring its dominant market position.
- Management plans to increase capital expenditure by up to 37% to support aggressive growth and technological advancement.