Key Stats for Taiwan Semiconductor Stock
- Price change for Taiwan Semiconductor stock: 2%
- $TSM Share Price as of Mar. 10: $347
- 52-Week High: $390
- $TSM Stock Price Target: $421
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What Happened?
Taiwan Semiconductor (TSM) stock moved higher after the company reported combined revenue of NT$718.91 billion for January and February 2026. That’s up roughly 30% from the same period a year ago.
The driver is simple: global AI spending continues to accelerate, and TSMC makes the chips that power it.
February revenue alone came in at NT$317.66 billion. That was down 20.8% from January, which is normal given that January included Lunar New Year demand. Year-over-year, February was still up 22.2%.
TSMC produces chips for Apple, Nvidia, AMD, and most of the world’s leading tech companies.
CEO C.C. Wei said on the Q4 earnings call that AI demand is “real” and that supply remains the bottleneck, not customer interest.
The company also approved a quarterly dividend of NT$6.00 per share in February and committed $45 billion to fab construction, capacity upgrades, and advanced packaging.
It also distributed NT$1.2 billion to its Arizona subsidiary as U.S. expansion accelerates.
For the full year 2026, management guided to revenue growth of close to 30% and raised its 5-year AI revenue CAGR forecast to the mid-to-high 50s.
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What the Market Is Telling Us About Taiwan Semiconductor Stock
Taiwan Semiconductor stock has pulled back from its highs, which is partly why investors responded positively to these numbers.
The valuation looks more reasonable now than it did a year ago, even as the business continues to grow.
The ongoing U.S.-Israel-Iran conflict is worth monitoring. TSMC said last week it does not currently expect a significant impact, but the situation remains fluid.
Taiwan Semiconductor stock remains one of the most important companies in the world.
With AI chip demand outpacing supply and a massive global expansion underway, the long-term story is hard to argue with.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
