台积电营收，创同期新高

Group 1 - TSMC reported a sales figure of NT$317.657 billion (approximately 14.72 trillion KRW) for February 2026, marking a year-on-year increase of 22.2% [1] - However, sales decreased by 20.8% compared to the previous month, which had sales of NT$412.55 billion [1] - Cumulative sales for January and February 2026 reached NT$718.912 billion, a significant increase of 29.9% compared to NT$553.297 billion in the same period last year [1] Group 2 - The demand for AI semiconductors and high-performance computing (HPC) is expected to sustain TSMC's annual growth momentum despite seasonal fluctuations in smartphone sales [1] - TSMC is expanding its 3nm process production and preparing for 2nm technology, with major clients increasing their demand for AI chips [1] - The stock market showed a strong rebound, with TSMC's stock price rising to NT$1890, a single-day increase of NT$80, marking the third-largest intraday gain in history [1] Group 3 - The recent market rally is attributed to improved geopolitical conditions between the US and Iran, which has increased market risk appetite [2] - NVIDIA's upcoming GTC developer conference is expected to further boost interest in the AI industry, leading to a return of previously cautious capital to leading stocks [2] - TSMC's advanced process capabilities, particularly the N2 (2nm) process, have secured orders from major clients through Q2 2027, with a dedicated fab for 2nm set to begin construction in Q2 2026 [2]