Analysis: High-Value Memory Products Drive Revenue Train

 

  2 Min Read     February 18, 2026

 
 

Strong demand for advanced logic pushes TSMC's January revenue to 37% YoY (US$12.7 billion).

Global Handset vendor share Q3 2025

TSMC’s January revenue surged 37% YoY to NT$401.3 billion (US$12.7 billion), exceeding its previously guided 30% growth and highlighting strong demand for advanced logic used in AI and HPC applications. This report accompanies the Industry Performance Data Table.

This summary outlines the analysis* found on the TechInsights' Platform.

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