2026년 2월 10일 · Unknown · financial · 출처 Seeking Alpha
[Taiwan Semiconductor Manufacturing Company (TSMC) plant in Tainan Science Park, Taiwan]
BING-JHEN HONG/iStock Editorial via Getty Images
Shares of Taiwan Semiconductor Manufacturing (TSM [https://seekingalpha.com/symbol/TSM]) rose about 3% premarket on Tuesday after January revenue surged 36.8% year-over-year to NT$401.26B amid a growing demand for AI-related products.
TSMC — which produces chips for some of the world's largest tech companies, including Apple (AAPL [https://seekingalpha.com/symbol/AAPL]), Nvidia (NVDA [https://seekingalpha.com/symbol/NVDA]), and AMD (AMD [https://seekingalpha.com/symbol/AMD]) — saw [https://pr.tsmc.com/system/files/newspdf/attachment/b7b05d0b0ac02b8058130fd42f5ec6065803ccae/Jan%202026%20%28E%29_final_wmn.pdf] revenue jump 19.8% month-over-month. In December 2025, the company had generated NT$335B.
TSM expects [https://seekingalpha.com/news/4539308-tsm-rises-after-q4-profit-surges-amid-ai-boom-plans-more-us-factories] revenue growth of nearly 30% in 2026, faster than the average analyst estimate, due to demand for AI accelerators. During the company's fourth-quarter earnings call last month, Chairman & CEO C.C. Wei said [https://seekingalpha.com/article/4860033-taiwan-semiconductor-manufacturing-company-limited-tsm-q4-2025-earnings-call-transcript] that "recent development in the AI market continue to be very positive. Revenue from AI accelerator accounted for high teens percent of our total revenue in 2025."
MORE ON TAIWAN SEMICONDUCTOR
* Steven Cress' Top 10 AI Stocks (Recap & Update) [https://seekingalpha.com/article/4866122-steven-cress-top-10-ai-stocks-recap-and-update]
* Taiwan Semiconductor: Winner Of The AI Boom As The Critical Foundry Supplier [https://seekingalpha.com/article/4865259-taiwan-semiconductor-winner-of-ai-boom-as-the-critical-foundry-supplier]
* The Future Of AI Stocks? TSMC Commentary Suggests AI Megatrend [https://seekingalpha.com/article/4865292-the-future-of-ai-stocks-tsmc-commentary-suggests-ai-megatrend]
* US plans big tech chip tariff carve-outs linked to TSMC investment, FT reports [https://seekingalpha.com/news/4549255-us-plans-big-tech-chip-tariff-carve-outs-linked-to-tsmc-investment-ft-reports]
* Tech Voices: Taiwan's chip future, Workday CEO, AppLovin report [https://seekingalpha.com/news/4549128-tech-voices-taiwans-chip-future-workday-ceo-applovin-report]