Feb 2026 Revenue: NT$401.3B, +36.8% YoY

Original: 2330 2026年2月月營收

Summary

TSMC reported February 2026 revenue of NT$401.3B (~US$12.5B), up 36.8% YoY and 19.8% MoM — an unusually strong sequential gain for a February, which is typically seasonally soft due to Lunar New Year shutdowns. The acceleration points to sustained AI accelerator and HBM-adjacent advanced-node demand (N3/N5) outpacing the post-CNY normalization seen in prior cycles.

Historical Impact

10 past Monthly Revenue · ≈ 8-K events at TSMC

Median +5d

+1.54%

Range

-4.98% to +4.59%

Positive outcomes

7/10

Filed	P₀	P₊₅	+5d
Jun 17, 2026	NT$2,385	NT$2,405	+0.84%
May 17, 2026	NT$2,240	NT$2,285

Full Translation

TSMC (2330) February 2026 Monthly Revenue Report: - Monthly revenue: NT$401,255,128 thousand (~NT$401.3 billion / ~US$12.5 billion) - Year-over-year change: +36.81% vs. February 2025 - Month-over-month change: +19.78% vs. January 2026 The +19.8% sequential jump is notable given February historically contracts due to fewer working days and Lunar New Year factory downtime. Combined with a +36.8% YoY print, this signals that leading-edge node utilization (likely 3nm and 5nm) and AI-related accelerator demand remain the dominant growth driver entering 2026. The strength is consistent with continued hyperscaler capex and tight HBM/CoWoS advanced packaging capacity.