2026년 2월 10일 · Unknown · financial · 출처 Yahoo Finance
This article first appeared on GuruFocus.
Taiwan Semiconductor Manufacturing (NYSE:TSM) shares rose about 2.5% early Tuesday after the company reported another month of strong revenue.
TSMC said its revenue for January reached roughly NT$401.6 billion ($12.73 billion), up 20% from the previous quarter and 37% from the same month last year. The gain exceeded the company's earlier guidance for roughly 30% full-year growth, signaling sustained demand in semiconductors.
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The company continues to invest heavily to meet rising needs for artificial-intelligence chips. TSMC plans to spend up to $56 billion on capital expenditures this year, a 30% increase from 2025, with elevated investment expected over the next three years.
TSMC could benefit from a potential tariff carve-out for U.S. technology companies, the Financial Times reported, citing sources. The exemptions would follow TSMC's pledge to invest about $165 billion in U.S. manufacturing and could shield American customers from planned semiconductor tariffs.
TSMC is a key supplier for Nvidia (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Qualcomm (NASDAQ:QCOM), and Advanced Micro Devices (NASDAQ:AMD), making its production crucial for both consumer electronics and AI computing globally.
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