Taipei, Feb 10, 2026, 17:47 GMT+8 — Market closed
- TSMC jumped 3.6% at the close in Taipei, with the chipmaker notching its highest January revenue on record.
- For investors, the monthly print is turning into an early signal for first-quarter demand on advanced chips.
- Next up: February sales figures land March 10
Taiwan Semiconductor Manufacturing Company Limited shares climbed Tuesday, following news of a record January revenue. Investors are watching closely to see if artificial intelligence hardware demand continues to drive orders forward.
TSMC posted January consolidated revenue of roughly NT$401.26 billion, up 19.8% from December and 36.8% higher than the same month last year. Investors pay close attention to these monthly figures—one of the first concrete reads on the quarter—especially with chip supply still under strain.
The release comes on the heels of Taiwan’s January export figures hitting an all-time high, highlighting the island’s tech sector dependence on AI and cloud orders.
TSMC closed at NT$1,880 in Taipei, anchoring its status as a heavyweight on the local board. Investors are still watching for evidence that growth can stick after the first wave of AI investment.
TSMC’s “sales” tally for the month reflects revenue, not profit, and it often fluctuates with holidays or the timing of shipments. Even so, January’s haul set a record, taking the company past NT$400 billion for the first time, Focus Taiwan reported. Focus Taiwan – CNA English News
TSMC shares trading on the NYSE were recently up roughly 1.8% from their previous close in the United States.
The company tipped investors off to a solid kickoff for 2026. Back in mid-January, it projected Q1 revenue somewhere between $34.6 billion and $35.8 billion, with gross margin expected in the 63% to 65% range. Those numbers are pegged to an exchange rate of 31.6 Taiwan dollars per U.S. dollar.
Traders are eyeing whether the momentum reflects demand for leading-edge capacity—think 3-nanometre production central to high-performance computing chips—or if it’s coming from a wider base across consumer devices.
Still, there’s room for misreadings in the monthly numbers. Seasonal quirks, shifts tied to the Lunar New Year, and moves by customers to tweak inventories all muddy the waters in Q1. If AI server order momentum does slow, it’s more apt to crop up in company guidance than in just a single month’s sales figures.
The next update is just around the corner. According to TSMC’s investor calendar, the February 2026 monthly sales report will land March 10. That’s when investors will get a chance to see if January marked a one-off spike—or the start of something bigger.
