Taiwan-Listed Companies Post Record NT$14.36 Trillion in First-Quarter Revenue as AI Servers Drive Growth

Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s leading advanced chip foundry, has benefited in recent years from the expansion of generative AI, data centers and high-performance computing, which has fueled demand for advanced manufacturing processes and packaging. Although the first quarter of 2026 is traditionally a slow season for the semiconductor industry, continued growth in AI chip orders put TSMC’s performance firmly in the market spotlight.

TSMC reported consolidated revenue of NT$415.2 billion for March 2026, up 45.2% from a year earlier and the highest monthly total in its history. Cumulative first-quarter revenue through March 31 exceeded NT$1.1 trillion, also setting a record. The strong results helped lift TSMC shares (2330) to an intraday record of NT$2,000.

Demand for artificial-intelligence servers, high-performance computing and next-generation memory is accelerating growth across Taiwan’s core technology supply chain. The gains span semiconductors, computers and peripherals, electronic distributors and components, underscoring the island’s role as a manufacturing hub for global AI infrastructure. Because the exchange data cover companies beyond the technology sector, the August figures also offer a broader gauge of how the AI investment cycle is feeding into corporate activity.

The Taiwan Stock Exchange said on Sept. 11 that August 2026 revenue at 1,052 listed companies reached NT$5.6479 trillion, up 54.2% from a year earlier. Revenue for the first eight months rose 37.01% to NT$38.9274 trillion. The Taipei Exchange said 891 over-the-counter companies posted August sales of NT$364.4 billion, up 47%, while January-August revenue increased 30% to NT$2.5514 trillion. Filings were completed by Sept. 10, with AI-linked industries leading the gains.