TSMC just posted another quarter that makes the rest of the semiconductor industry look like it’s standing still. The Taiwanese chip giant reported a roughly 30% year-over-year revenue increase for January and February 2026 combined, pulling in NT$718.91 billion as artificial intelligence infrastructure spending continues to accelerate.
And that was just the warmup. Full first-quarter 2026 revenue hit NT$1.13 trillion, a 35.1% jump from the same period last year.
The numbers tell a clear story
March was the standout month, with TSMC logging a 45.2% year-over-year sales increase.
April cooled off a bit, coming in at 17.5% year-over-year growth with NT$410.7 billion in revenue. That marked the slowest pace in six months.
