Overview
- February revenue reached NT$317.66 billion, up 22.2% year over year but down 20.8% from January, a dip consistent with seasonal order timing.
- Combined January–February sales totaled NT$718.91 billion, slightly behind the pace implied by ~33% growth expected for the quarter.
- TSMC’s board approved a NT$6.0 per‑share quarterly dividend and authorized roughly US$45 billion in capital spending to expand advanced capacity and packaging.
- Management said current tensions involving the United States, Israel, and Iran are not expected to materially affect operations, with conditions monitored closely.
- Plans for a new fab in Tainan advanced to environmental review, with a committee meeting set for March 26 and project completion targeted for 2028 after construction begins later this year.