TSMC's sales increased significantly year-on-year in February and January-February 2026, affected by AI demand and the situation in the Middle East

TSMC's sales in February 2026 were NT$317.66 billion, representing a year-on-year increase of 22.2% and a month-on-month decrease of 20.8%; From January to February, the cumulative sales amounted to NT$718.91 billion, up 29.9% year-on-year. The growth was primarily driven by global AI hardware demand, reflecting strong momentum in AI infrastructure construction. The conflict in the Middle East has caused the market to pay attention to the uncertainty of data center investment demand. As the core foundry of AI chips, TSMC's performance is regarded as the weather vane of the global AI industry prosperity.