Core Viewpoint - TSMC's stock price rose by 1.83% to $361.91, reaching a historical high, following the release of its January revenue report, which showed significant growth in revenue driven by increasing global AI spending [1] Group 1: Financial Performance - TSMC reported a consolidated revenue of approximately NT$401.25 billion for January, representing a month-over-month increase of 19.8% and a year-over-year increase of 36.8% [1] - The revenue growth rate for January exceeded TSMC's annual revenue growth forecast of 30%, marking the fastest year-over-year growth in several months [1] Group 2: Strategic Investments - TSMC plans to further increase its investments in the U.S. by constructing at least five additional semiconductor factories, indicating a shift from a Taiwan-centric operation to a dual-core operational structure [1] - The establishment of TSMC's second wafer fab in Japan is also progressing, which will focus on the production of 3nm chips [1]
台积电股价创历史新高！大幅增加对美投资 计划新建多座晶圆厂 将首次在日本生产3纳米芯片
Xin Lang Cai Jing·2026-02-11 03:04