$TSM (-0,06 %) posted NT$260.01B ($7.9B) in February revenue, up 43.1% YoY, but down 11.3% from January. Jan-Feb revenue hit NT$553.3B ($16.8B), up 39.2% YoY, reflecting continued AI chip demand.
Taiwan’s strong integrated circuit exports suggest AI chip sales are fueling TSMC’s growth, while 300-mm wafer shipments indicate a recovery. However, 200-mm wafers signal weaker demand in automotive and industrial sectors, with consumer-device components needing an order pickup.