March 2026 Revenue: NT$317.7B, +22.2% YoY

Original: 2330 2026年3月月營收

Summary

TSMC reported March 2026 revenue of NT$317.7B (~US$10.2B), up 22.2% YoY but down 20.8% MoM after February's seasonal strength. The strong YoY growth continues to reflect robust AI accelerator and HBM-adjacent advanced-node demand (N3/N5), while the MoM pullback reflects normal post-CNY/February calendar effects rather than a demand inflection.

Historical Impact

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

Median +5d

+2.37%

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) March 2026 Monthly Revenue Filing: - Monthly revenue: NT$317,656,613 thousand (NT$317.66B, ~US$10.2B) - YoY change: +22.17% vs March 2025 - MoM change: -20.83% vs February 2026 The sharp MoM decline follows a seasonally strong February and is consistent with typical Q1 quarter-end patterns. The 22%+ YoY growth remains well above TSMC's long-term trend, indicating continued momentum in advanced-node (3nm/5nm) shipments driven by AI/HPC accelerator and high-end smartphone demand. YTD cumulative revenue and prior-period comparison were not provided in this filing snapshot.