Taiwan Semiconductor Reports 30% Revenue Surge, Approves $45B Capex and NT$6 Dividend
Taiwan Semiconductor’s revenue for January and February climbed 30% year-on-year to NT$718.9 billion, with February revenue up 22% year-on-year despite a 21% month-on-month decline. The company declared a NT$6 per-share dividend, allocated NT$1.2 billion to its Arizona site, approved $45 billion in capital spending on capacity expansion and advanced packaging.
1. Early-Year Revenue Surge
Taiwan Semiconductor posted combined January-February revenue of NT$718.9 billion, marking a 30% increase year-on-year. Despite a 21% sequential drop from January, February revenue of NT$317.7 billion was 22% higher than a year earlier, reflecting strong AI infrastructure demand.
2. Dividend and Arizona Allocation
The board approved a quarterly dividend of NT$6.0 per share and committed NT$1.2 billion to support operations at its Arizona site. These measures underscore the company’s focus on shareholder returns and expansion of its U.S. manufacturing footprint.
3. Capital Expenditure Outlook
TSMC authorized US$45 billion in 2026 capital expenditures, targeting capacity expansion and advanced packaging technology. This investment aims to meet escalating demand from data-center operators and solidify TSMC’s leadership in AI-related semiconductor production.