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HSINCHU, Taiwan, R.O.C. – Feb. 10, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for January 2026: On a consolidated basis, revenue for January 2026was approximately NT$401.26 billion, an increase of 19.8 percent from December 2025 and an increase of 36.8 percent from January 2025.TSMC January Revenue Report (Consolidated):
TSMC Spokesperson:
Wendell Huang
Senior Vice President and CFO
TSMC Deputy Spokesperson:
Nina Kao
Head of Public Relations
Tel: 886-3-563-6688 ext.7125036
Mobile: 886-988-239-163
E-Mail: press@tsmc.com
Media Contacts:
Ulric Kelly
Public Relations
Tel: 886-3-563-6688 ext. 7126541
Mobile: 886-978-111-503
E-Mail: press@tsmc.com
HSINCHU, Taiwan, R.O.C. – Feb. 10, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for January 2026: On a consolidated basis, revenue for January 2026was approximately NT$401.26 billion, an increase of 19.8 percent from December 2025 and an increase of 36.8 percent from January 2025.TSMC January Revenue Report (Consolidated):
TSMC management gave a very confident 30% annual revenue growth rate till 2029 in their last reporting in Jan 2026. If one assumes they will stick with their relative capex intensity spend of around 35%, the coming years the cumulative capex amount TSMC will invest to fund the 3nm, 2 nm, 16A/14A and start of 10A and the advanced packaging till 2029 will be some 350 B$ !
Luckily TSMC has some interesting tax credits from US government (ICT 35%) and also the Taiwan government (25% on R&D and 5% on tools).
Taipei, Feb. 10 (CNA) Taiwan Semiconductor Manufacturing Co's (TSMC) board of directors on Tuesday approved a US$44.96 billion capital budget to bolster advanced and specialty technology capacity, upgrade advanced packaging, and fund fab construction.
The funding targets the installation and upgrade of advanced, mature and specialty technology capacity as well as advanced packaging, while also supporting the construction of new fabrication plants and the installation of essential facility systems.
The company said in a statement that the appropriation ensures it can fulfill its long-term technology roadmap and meet rising global demand, following the company's first-ever board meeting in Kumamoto, Japan.
HSINCHU, Taiwan, R.O.C., Feb. 10, 2026 – The TSMC (TWSE: 2330, NYSE: TSM) Board of Directors today held a meeting, which passed the following resolutions:
1. Approved the 2025 Business Report and Financial Statements. Consolidated revenue totaled NT$3,809.05 billion and net income was NT$1,717.88 billion, with diluted earnings per share of NT$66.25.
2. Approved the distribution of a NT$6.0 per share cash dividend for the fourth quarter of 2025, and set June 17, 2026 as the record date for common stock shareholders entitled to participate in this cash dividend distribution, and the ex-dividend date for the common shares shall be June 11, 2026. As required by Article 165 of Taiwan’s Company Law, the shareholders’ register shall be closed for five days prior to the record date (June 13 through June 17, 2026) for registration transfer, and the dividend will be paid on July 9, 2026. In addition, the ex-dividend date and the record date for entitlement to participate in this cash dividend distribution for TSMC American Depositary Shares (ADSs) will be June 11, 2026.
3. Approved distribution of employees’ business performance bonus and profit sharing bonus totaling approximately NT$206,145.92 million for 2025. This includes business performance bonus of NT$103,072.96 million distributed following each quarter of 2025 and profit sharing of NT$103,072.96 million to be distributed in July 2026.
4. To meet long-term capacity plans based on market demand forecasts and TSMC’s technology development roadmap, the Board approved capital appropriations of approximately US$44,962.00 million for purposes including: 1) Installation and upgrade of advanced technology capacity; 2) Installation and upgrade of advanced packaging, mature and/or specialty technology capacity; 3) Fab construction, and installation of fab facility systems.
5. Approved the capital injection of not more than US$30 billion to TSMC Global Ltd., a wholly-owned subsidiary of TSMC, for the purpose of reducing foreign exchange hedging costs.
6. Approved the issuance of unsecured corporate bonds in multiple offerings in the domestic market in an amount not to exceed NT$60 billion to finance TSMC’s capacity expansion and/or green initiatives.
7. Approved the convening of the 2026 AGM for 9:00 a.m. on June 4, 2026 at Sheraton Hsinchu Hotel (3F, No. 265, Dong Sec. 1, Guangming 6th Rd., Zhubei City, Hsinchu County).
8. Approved the following personnel promotions:
Promoted Vice President, Operations / Fab Operations I Dr. Y.L. Wang to Senior Vice President
Promoted Vice President, Operations / Advanced Technology and Mask Engineering Dr. T.S. Chang to Senior Vice President
Promoted Vice President, Research and Development / Platform Development Dr. Michael Wu to Senior Vice President
Promoted Vice President, Research and Development / Platform Development Dr. Geoffrey Yeap to Senior Vice President
Promoted Senior Director, Materials Management Mr. Y.K. Hwang to Vice President
Promoted Senior Fab Director, Operations / Fab12B Mr. B.Z. Tien to Vice President
Promoted Senior Director, Research and Development / A10 Platform Technology Dr. S.S. Lin to Vice President
Promoted Senior Director, Business Development / Advanced Technology Business Development Dr. Lipen Yuan to Vice President
