In February 2026, Taiwan Semiconductor Manufacturing Co. (TSMC) (2330.TW) reached a significant financial milestone, with consolidated sales climbing to TWD317.66bn, (roughly $10bn). According to reports from CNA, this stands as the firm’s most successful February on record, a feat primarily driven by the massive market appetite for its cutting-edge 3-nanometre (3nm) silicon. While these figures represent a sturdy 22.2% increase compared to the same month last year, the total actually saw a 20.8% decline from the preceding January.
The opening two months of 2026 have proven exceptionally lucrative, with cumulative revenue reaching TWD718.91bn ($22.65bn). This marks a 29.9% improvement over the 2025 year-to-date performance. The global rush to adopt AI technology is directly benefitting TSMC, as their 3nm fabrication process remains the undisputed benchmark for these high-end applications. Looking forward, the company has targeted first-quarter revenue between $34.6bn and $35.8bn, based on an exchange rate of TWD31.6 to the US dollar. Most industry observers suspect the chipmaker is well-placed to reach the upper limit of this guidance, bolstered by a consistent stream of orders from major AI developers.
Experts suggest that this record-breaking streak underscores the vital role Taiwan plays within the global technology ecosystem, particularly in delivering the high-performance computing power required for modern artificial intelligence. Much of this financial energy can be credited to Nvidia Corp., which has evolved into a fundamental pillar of TSMC’s business strategy. In 2025, Nvidia’s orders accounted for TWD726.9bn (approximately $22.91bn) in sales, making up nearly a fifth of TSMC’s total annual turnover.
During a recent visit to the region, Nvidia CEO Jensen Huang highlighted that the demand for silicon wafers is set to climb dramatically. He predicted that TSMC might need to double its current production capacity over the coming decade just to satisfy the global hunger for AI-capable hardware. With these tailwinds at its back, TSMC expects its 2026 US dollar revenue to grow by nearly 30%, a rate that significantly outpaces the broader expansion of the semiconductor industry.
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