TSMC Sales Jump 30% Though Memory Chip Crunch Saps Mobile Demand

Taiwan Semiconductor Manufacturing Co.’s sales growth is running behind lofty expectations in 2026, suggesting sky-rocketing memory prices may be hurting even high-end smartphone and PC demand. Revenue in January and February at Apple Inc.’s go-to chipmaker rose 30%, a pace that trails the 33% increase analysts project for the current quarter. That’s as TSMC shifts capacity to make more of the high-end Nvidia Corp. and Advanced Micro Devices Inc. chips that go into data centers. Most Read from Bloomberg ...