NuAxiSemiconductor trade intelligence

TSMC Jan/Feb revenue up 30%

What happened

TSMC's Jan-Feb combined revenue reached $22.6 billion, up 29.9% YoY, though February revenue declined 20.8% MoM to $10 billion. The company provided a Q1 revenue guidance range of $24.6 billion to $35.8 billion. Watch: Strong YoY growth signals robust underlying demand, but the significant MoM drop introduces uncertainty for near-term pricing and order flow.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

Foundry Services

TSMC

earningsrevenuefoundry

Source and time

Source: Electronics Weekly · 3/10/2026 · View original source

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TSMC Jan/Feb revenue up 30%

What happened

Impact and signal

Affected components and suppliers

Source and time

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