Global technology companies continue to heavily invest in artificial intelligence infrastructure, leading the world’s largest chip foundry to report strong sales figures at the start of the year.
The chipmaker announced robust revenue growth in the early months of the year, supported by sustained demand for AI infrastructure.
The world’s top contract chip manufacturer reported that its combined revenue for January and February 2026 reached approximately NT$718.91 billion, representing an increase of about 30% compared to the same period last year. Revenue for February totaled around NT$317.66 billion, down roughly 21% from January but still up about 22% year-on-year.
Taiwan Semiconductor Manufacturing produces advanced chips for numerous global technology firms, including Apple, NVIDIA, and Advanced Micro Devices. Continued investment in artificial intelligence computing systems has bolstered demand for its leading semiconductor production.
In addition, the company stated that it currently does not expect tensions involving the United States, Israel, and Iran to significantly impact its operations, though it will continue to monitor the situation. During February, Taiwan Semiconductor Manufacturing also approved a quarterly dividend of NT$6.0 per share and authorized capital expenditures of approximately $45 billion for wafer fab construction, capacity expansion, and advanced packaging technology. The company additionally allocated around NT$1.2 billion to support the operations of its Arizona subsidiary.
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