TSMC today announced its net revenue for February 2026: On a consolidated basis, revenue for February 2026 was approximately NT$317.66 billion, a decrease of 20.8 percent from January 2026 and an increase of 22.2 percent from February 2025.

Revenue for January through February 2026 totaled NT$718.91 billion, an increase of 29.9 percent compared to the same period in 2025.

TSMC’s sales rose 30% in the first two months of the year, buoyed by the robust pace of AI infrastructure construction prior to the outbreak of conflict in the Middle East.

Revenue in January and February together grew to NT$718.9 billion ($22.6 billion), the company said Tuesday. Analysts on average expect a 33% increase in the first quarter. February sales rose 22%, with growth affected by the Lunar New Year holidays, which fell in January in 2025.

The go-to chipmaker for Nvidia Corp., Advanced Micro Devices Inc. and Broadcom Inc. serves as a barometer for the global AI industry, with attention now on how the US and Israel’s strike on Iran will affect appetite to build data centers and other digital infrastructure.

Alphabet Inc., Amazon.com Inc., Meta Platforms Inc. and Microsoft Corp. have earmarked more than $650 billion in spending this year, but warnings over overcapacity and uncertainty over how to monetize the technology linger.