Taiwan Semiconductor Manufacturing Company Limited (TSMC) filed a Form 6-K with the United States Securities and Exchange Commission on March 10, 2026, disclosing its consolidated revenue for February 2026. The company reported net revenue of NT$317.66 billion for the month, representing a 22.2 percent increase compared to the NT$259.94 billion reported in February 2025. This monthly performance highlights the continued expansion of the world's largest contract chipmaker as it scales production of its most advanced semiconductor nodes.
On a cumulative basis, TSMC’s total revenue for January through February 2026 reached NT$718.91 billion. This year-to-date figure reflects a substantial increase over the same period in 2025. The February monthly total follows a January performance that contributed approximately NT$401.25 billion to the year-to-date total. The sequential decrease of approximately 20.8 percent from January to February is a recurring trend for the company, often attributed to the timing of the Lunar New Year holiday in Taiwan and the naturally shorter duration of the month.
The revenue figures underscore TSMC’s position as the primary manufacturer for global technology leaders in the high-performance computing, smartphone, and automotive sectors. As the primary provider of advanced 3-nanometer and 5-nanometer process technologies for major clients such as Apple, Nvidia, and Advanced Micro Devices, the company’s monthly sales prints are frequently cited as a barometer for broader demand within the global electronics supply chain. The 22.2 percent year-over-year growth suggests sustained momentum in these key end markets.
The release of the revenue data coincided with a mixed opening for major U.S. equity indices on March 10. At the market open, the Nasdaq Composite stood at 22,696.0, an increase of 0.12 percent, though it remained down 0.23 percent over the past week. The S&P 500 opened at 6,796.0, up 0.01 percent, while the Dow Jones Industrial Average rose 0.06 percent to 47,740.8. The Russell 2000 opened lower, declining 0.10 percent to 2,553.7. In the fixed income market, the 10-year Treasury yield was 4.15 percent, while the 2-year yield stood at 3.56 percent. Volatility, as measured by the VIX, was recorded at 25.5 at the open, a 13.5 percent decrease from previous levels.
TSMC’s filing did not include specific updated guidance for the remainder of the first quarter, though the company previously indicated that its performance would continue to be driven by the ramp-up of its most advanced nodes. The March 10 disclosure follows the company’s established protocol of releasing monthly sales figures on or around the tenth day of each month. The consolidated revenue figures are prepared in accordance with Taiwan-International Financial Reporting Standards (TIFRS) and have not been audited by independent accountants.