TSMC Shares Rise After Strong February Revenue Driven by AI Chip Demand
Shares of Taiwan Semiconductor Manufacturing Co. (TSMC) rose in Taipei trading after the world’s largest contract chipmaker reported strong revenue growth for February, supported by continued demand for advanced semiconductors used in artificial intelligence and high-performance computing.
The company announced that February revenue reached NT$317.66 billion ($10.02 billion), representing a 22.2% increase compared with the same month last year. However, revenue declined 20.8% from January, mainly due to seasonal factors related to the Lunar New Year holiday period.
Following the report, TSMC’s Taipei-listed shares jumped more than 5%, reaching NT$1,950.
Strong AI Infrastructure Demand Boosts TSMC Revenue
During the first two months of 2026, TSMC generated total revenue of NT$718.91 billion, marking a 29.9% year-over-year increase. The growth reflects strong global demand from technology companies investing heavily in AI infrastructure, data centers, and next-generation computing systems.
TSMC plays a crucial role in the global semiconductor industry as a key manufacturing partner for leading technology companies.
Key Supplier for Apple, Nvidia, and AMD
The Taiwanese chipmaker produces advanced semiconductors for major tech firms including Apple, Nvidia, and Advanced Micro Devices (AMD). These chips power a wide range of devices and technologies, from smartphones and cloud data centers to artificial intelligence platforms.
As AI adoption accelerates worldwide, demand for TSMC’s cutting-edge semiconductor manufacturing capabilities continues to grow, reinforcing its position as one of the most important companies in the global technology supply chain.
