Taiwan Semiconductor Manufacturing (TSMC) Stock Hits Record High on AI Demand

The chip foundry's latest monthly sales numbers show the unprecedented demand for AI chips continues to gain steam.

Published on Feb. 10, 2026

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Taiwan Semiconductor Manufacturing (TSMC), the world's leading contract chipmaker, reported its highest monthly revenue total ever in January, driven by ongoing demand for advanced AI chips. The company's net revenue of NT$401.26 billion (roughly $12.7 billion) climbed 37% year over year and 20% month over month, dispelling any concerns about an AI slowdown.

Why it matters

TSMC is widely regarded as a bellwether for the semiconductor industry, providing insight into the broader state of AI. As the leading provider of chips powering the AI revolution, TSMC's record-breaking performance highlights the continued strength and growth of the AI market.

The details

TSMC dominates the global chip market, with an estimated 71% share and more than 90% share of the most advanced chips used for AI. The company's latest monthly sales results come on the heels of its blockbuster Q4 financial report, which saw net revenue rise 26% year over year and expanding margins. TSMC plans to spend as much as $56 billion on capital expenditures in 2026, with 70% to 80% of that earmarked for advanced process technologies to keep up with the demand for AI chips.

  • TSMC reported net revenue of NT$401.26 billion (roughly $12.7 billion) for January 2026, which climbed 37% year over year and 20% month over month.
  • In Q4 2025, TSMC's net revenue of $33.7 billion rose 26% year over year and 2% quarter over quarter, surpassing Wall Street's expectations.

The players

Taiwan Semiconductor Manufacturing (TSMC)

The world's leading contract chipmaker and the most advanced semiconductor foundry, dominating the global chip market with an estimated 71% share and more than 90% share of the most advanced chips used for AI.

C.C. Wei

The CEO of TSMC, who stated that 70% to 80% of the company's planned $56 billion in capital expenditures for 2026 will be earmarked for advanced process technologies.

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What’s next

TSMC's strong performance and continued investment in advanced process technologies suggest the company is well-positioned to capitalize on the growing demand for AI chips, which could lead to further stock price appreciation.

The takeaway

TSMC's record-breaking monthly sales and expanding margins demonstrate the semiconductor giant's dominance in the AI chip market, underscoring the continued strength and growth of the AI industry as a whole.