What drove TSMC January revenue to a record?

AI and high‑performance computing chips led the surge. TSMC reported NT$401.26 billion for January, up 37% year over year and 20% month over month. Strong advanced‑node demand and steady loading were key. Investors are watching if this mix supports margins and continues into the next guidance update.

Is TSM stock attractive for Canadian investors right now?

It looks constructive but still depends on execution. Momentum is positive and fundamentals are strong, yet valuation is near 35x earnings. Consider position sizing, FX effects on USD holdings, and April 16 guidance. Pullbacks toward the 50‑day average can offer better risk‑reward if AI visibility remains firm.

How does AI chip demand affect TSM’s margins?

A richer mix of advanced nodes and AI‑related packaging can support gross margin if yields and utilization stay high. Pricing and capacity also matter. Investors will look for updates on loading, node mix, and packaging supply at the next earnings call to gauge sustainability of recent strength.

What risks should I watch with TSM stock?

Key risks include semiconductor cycles, pricing pressure, and potential delays in capacity ramps. FX can affect Canadian returns, and dividend withholding may apply in some accounts. Geopolitical headlines can add volatility. Monitor margins, order visibility from major customers, and any changes to the AI investment pace.

Global Market Insights

TSM Stock Today: February 12 – Record January Sales Signal AI Demand

ByDanny Kontos February 12, 2026

TSM stock is back in focus after Taiwan Semiconductor reported record January sales, a clear sign that AI chip demand remains strong. Taiwan Semiconductor (TSM) posted NT$401.26 billion in monthly revenue, up 37% year over year and 20% month over month. The company is a key Nvidia supplier, so this surge matters for AI leaders and their partners. For Canadian investors, we explain what these numbers mean for margins, valuation, and the next catalysts to watch.