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HSINCHU, Taiwan, R.O.C. – Mar. 10, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for February 2026: On a consolidated basis, revenue for February 2026 was approximately NT$317.66 billion, a decrease of 20.8 percent from January 2026 and an increase of 22.2 percent from February 2025. Revenue for January through February 2026 totaled NT$718.91 billion, an increase of 29.9 percent compared to the same period in 2025.
TSMC Spokesperson
Wendell Huang
Senior Vice President & Chief Financial Officer
In February 2026, TSMC reported consolidated net revenue of about $10 billion, reflecting strong demand for advanced semiconductor technologies. Compared with February 2025, this represents year-over-year growth of roughly 22%, demonstrating the company’s continued expansion despite broader economic uncertainty in parts of the technology sector. The strong annual growth highlights how demand for cutting-edge chips remains high, particularly as industries increasingly rely on data processing, cloud infrastructure, and artificial intelligence applications.
However, February revenue was about 21% lower than January 2026, when TSMC recorded exceptionally strong sales of roughly $12.5–$13 billion. This decline is largely attributed to normal seasonal fluctuations in the semiconductor industry. January often experiences higher shipments as technology companies finalize production cycles following major product launches and prepare inventories at the beginning of the year.
Despite the month-to-month decrease, TSMC’s overall performance for early 2026 remains very strong. Total revenue for January and February combined reached approximately $22–23 billion, representing around 30% growth compared with the same period in 2025. This strong cumulative performance reflects sustained demand across several major technology sectors.
A major driver of TSMC’s growth is the rapid expansion of artificial intelligence computing. Advanced AI chips require highly sophisticated manufacturing processes, and TSMC leads the industry in producing chips using advanced nodes such as 5-nanometer and 3-nanometer technology. These technologies allow for greater performance and energy efficiency, making them essential for data centers and AI systems.
Overall, the February 2026 revenue report shows that TSMC remains in a strong growth position and continues to be a central player in the global semiconductor ecosystem.
