Overview
- February revenue reached NT$317.66 billion, up 22.2% year over year but down 20.8% from January, bringing the January–February total to NT$718.91 billion, about 30% higher than a year ago.
- Demand for data-center AI chips continues to power results as TSMC shifts more capacity toward high-end processors for Nvidia and AMD.
- The two-month growth pace trails analysts’ roughly 33% projection for the quarter, with Bloomberg Intelligence flagging a risk that revenue lands at the low end of guidance.
- Analysts report that soaring memory prices are pressuring smartphone and PC shipments, which could weigh on consumer-oriented demand even as AI spending stays strong.
- TSMC is advancing a proposed Tainan fab with an environmental review meeting set for March 26 and a 2028 completion target, and it says current U.S.-Israel-Iran tensions are not expected to materially affect operations.