TSMC posts February record
TSMC reported its strongest February revenue ever at NT$317 billion, up 22% year‑over‑year, with March forecasts eyeing NT$400 billion — underscoring AI/data‑center demand decoupling chipmakers from consumer cycles. That scale matters for fab capacity and lead times across the component ecosystem. (x.com)
TSMC reported January–February consolidated revenue of NT$718.91 billion, a 29.9% increase year‑over‑year for the two‑month period. (pr.tsmc.com)) January’s monthly sales were NT$401.26 billion, making February’s month‑on‑month result a 20.8% decline from January. (digitimes.com)) Nvidia overtook Apple as TSMC’s largest customer in 2025, accounting for roughly 19% of the foundry’s revenue versus Apple’s ~17% share. (cnbc.com)) TSMC guided 2026 capital expenditure of US$52–56 billion and said roughly 70–80% of that outlay will be directed to advanced nodes and related capacity build‑outs. (bloomberg.com)) ASML’s order backlog remained historically large at about €38.8 billion at end‑2025, and the company noted EUV scanner lead times exceed 12 months — a bottleneck for rapid fab expansion. (mobileworldlive.com)) Industry reporting and supply‑chain trackers flagged rising tightness in cleanroom filtration media and advanced packaging substrates as TSMC and peers accelerate builds, with Digitimes reporting filter‑material price‑pressure and Tom’s Hardware noting BT/ABF substrate strain for CoWoS packaging. (digitimes.com)) TSMC’s investor calendar shows the March monthly sales release is scheduled for May 8, 2026, so near‑term March numbers cited in market discussion remain analyst estimates alongside consensus price targets clustered roughly between US$391 and US$423 per share. (investor.tsmc.com))
