Jan 2026 Revenue: NT$335.0B, +20.4% YoY

Original: 2330 2026年1月月營收

Summary

TSMC reported January 2026 revenue of NT$335.0B (~US$10.4B), up 20.4% YoY but down 2.51% MoM off a record December. The double-digit YoY growth reflects sustained AI accelerator and HBM-adjacent advanced-node demand (N3/N5), with the modest sequential dip consistent with seasonal post-holiday patterns rather than any softening in AI capex.

Historical Impact

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

Median +5d

+1.54%

Range

-4.98% to +6.12%

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) January 2026 Monthly Revenue Report: - Current month revenue: NT$335,003,568 thousand (NT$335.00B / approx. US$10.4B) - Year-over-year change: +20.43% vs. January 2025 - Month-over-month change: -2.51% vs. December 2025 January marks the start of FY2026 with revenue growing 20.4% YoY, continuing the strong momentum driven by AI-related advanced-node demand (3nm and 5nm), HBM logic die production, and high-performance computing customers. The 2.51% sequential decline is modest given the typically high December comparison base and reflects normal seasonality rather than demand weakness. The print is consistent with TSMC's guidance for AI-led growth through 2026 and supports the broader AI capex cycle thesis.