TSMC Feb 2026:
- all-time high Feb revenue; -20.7% M/M & +27.3% y/y to $10.081B; tracking ahead of annual guidance of 30%- Feb is typically the weakest month; unreliable annual revenue predictor (too much CNY noise)- 1st time Feb has ever crossed $10B; Single month of Feb 2026 exceeds TSMC's entire 1Q19 ($7.1B) and nearly matches 1Q20 ($10.3B)Source: Sravan Kundojjala
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