Although AI continues to encounter doubts about bubbles, its actual development speed has not slowed down. TSMC’s January revenue announced has created the strongest single-month record in history, exceeding NT$400 billion for the first time. According to TSMC data,Revenue in January was NT$401.26 billion (approximately US$12.71 billion), a year-on-year increase of 36.8% and an increase of 19.8% from December 2025.
Generally speaking, January is the off-season and will see a larger revenue decline than December last year. However, in the past two years, TSMC has benefited from the demand for AI and its order volume is no longer as obvious as the off-season and peak seasons that it used to rely on mobile phones and computer chips. Therefore, revenue in January will also take off.
The previous record for single-month revenue was in October 2025, when revenue for that month was NT$367.47 billion. However, that month was the peak season for consumer electronics, and shipments were the annual peak, so the record-breaking revenue in January was even more valuable.
TSMC’s cumulative revenue last year was approximately NT$3,809.054 billion, a year-on-year increase of 31.6%.
This year we will still be firmly optimistic about the demand for AI and increase capital expenditure from US$40.9 billion last year to a maximum of US$56 billion.Most of the investment will be used to expand advanced production capacity such as 3nm and 2nm., has strengthened its confidence in the demand for AI, and TSMC said they decided to increase investment only after confirming the demand.
