TSMC's January 2026 revenue surged 36.8% year-on-year to $12.71 billion, driven by strong AI and non-AI chip demand, with full-year 2026 sales projected to grow nearly 30%.

TSMC reported $12.71 billion in January 2026 revenue, a 36.8% increase from a year earlier, driven by strong demand for AI and non-AI chips. The company projected nearly 30% full-year 2026 sales growth, outpacing the expected 14% rise for the global foundry market, and plans to increase capital spending by up to 37%. CFO Wendell Huang forecast first-quarter 2026 sales of $34.6–35.8 billion and gross margins of 63%–65%, up from 62.3% in Q4 2025, due to improved efficiency and higher capacity utilization. Full-year 2025 gross margin reached 59.9%, a 3.8-percentage-point gain from 2024, with long-term targets above 56%.