TTSMC Revenue Jumps 37% in January While AI Spending Marches On

[Daniel Nenni]

HSINCHU, Taiwan, R.O.C. – Feb. 10, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for January 2026: On a consolidated basis, revenue for January 2026was approximately NT$401.26 billion, an increase of 19.8 percent from December 2025 and an increase of 36.8 percent from January 2025.TSMC January Revenue Report (Consolidated):

TSMC Spokesperson:
Wendell Huang
Senior Vice President and CFO

TSMC Deputy Spokesperson:
Nina Kao
Head of Public Relations
Tel: 886-3-563-6688 ext.7125036
Mobile: 886-988-239-163
E-Mail: press@tsmc.com

Media Contacts:
Ulric Kelly
Public Relations
Tel: 886-3-563-6688 ext. 7126541
Mobile: 886-978-111-503
E-Mail: press@tsmc.com

 

[Daniel Nenni]

It looks like TSMC will be able to back up the $56B CAPEX, absolutely.

 

[user nl]

HSINCHU, Taiwan, R.O.C. – Feb. 10, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for January 2026: On a consolidated basis, revenue for January 2026was approximately NT$401.26 billion, an increase of 19.8 percent from December 2025 and an increase of 36.8 percent from January 2025.TSMC January Revenue Report (Consolidated):

View attachment 4188

That is about 12.7 B$ revenue in a single month. Intel Foundry reports about 4.5$ / quarter, almost 10x less than TSMC.