TSMC Reports Strong February Revenue Growth, Up 22.2% Year-over-Year
TSM has more than doubled off its 52-week low of $134.25.
Summary
TSMC announced its February 2026 revenue, showing a 22.2% year-over-year increase and a 29.9% year-to-date increase, signaling strong demand for its semiconductor products.
Key Events · Earnings and Guidance · TSM
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Strong February 2026 Revenue Growth
Net revenue for February 2026 was NT$317.66 billion, marking a 22.2% increase compared to February 2025.
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Robust Year-to-Date Performance
Total revenue for January through February 2026 reached NT$718.91 billion, representing a 29.9% increase over the same period in 2025.
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Monthly Sequential Decline Noted
Revenue decreased by 20.8% from January 2026 to February 2026, which is a common seasonal pattern for many companies after a strong start to the year.
Analysis · TSM · Manufacturing
Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) reported robust revenue growth for February 2026, with a 22.2% increase year-over-year. This strong performance extends to the year-to-date figures, which show a 29.9% increase compared to the same period in 2025. These results indicate continued strong demand for TSMC's advanced semiconductor manufacturing services, reinforcing its market leadership and suggesting a positive outlook for the current fiscal year.
At the time of this filing, TSM was trading at $351.70 on NYSE in the Manufacturing sector, with a market capitalization of approximately $1.5T. The 52-week trading range was $134.25 to $390.21. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.