Taiwan Semiconductor Breaks Record with NT$400 Billion January Revenue, Shares Up Nearly 2%
Taiwan’s largest semiconductor foundry, Taiwan Semiconductor Manufacturing Company (NYSE:TSM), has released its latest monthly revenue report. The data shows that TSMC’s January revenue grew nearly 20% month-over-month and almost 40% year-over-year. Specifically, TSMC reported January revenue of NT$401.26 billion (approximately $12.71 billion), marking a 36.8% year-over-year increase and a 19.8% growth from December 2025. This is the company’s highest-ever single-month revenue and the first time its monthly revenue has surpassed NT$400 billion.
This indicates that global demand for AI chips remains strong, and the AI boom continues unabated. Despite concerns over an AI bubble, global tech giants have not reduced their chip orders.
As the market grows concerned about such massive capital expenditures, NVIDIA (NASDAQ:NVDA) CEO Jensen Huang spoke out last Friday, stating that these expenditures are both reasonable and sustainable. Huang believes that the current surge in computing infrastructure could last for seven years before transitioning into a cycle of equipment replacement.
Spotify Hits Record User Growth, Profit Jumps 200%, Shares Rise Nearly 15%
Spotify Technology (NYSE:SPOT) has seen its price increase strategy pay off with a set of impressive financial results. On Tuesday, February 10, the global streaming music giant reported its fourth-quarter earnings for the period ending December 31. The company posted revenue of €4.5 billion for the quarter, a 7% year-over-year increase. As of December 31, Spotify’s monthly active users reached 751 million, adding 38 million new users in the quarter—setting a record. The company also gained 9 million paid subscribers, bringing the total to 290 million. Both of these key metrics surpassed the company’s internal forecasts.
These results show that listeners have accepted the higher subscription prices. Notably, the latest price increase in the U.S. (from $11.99 to $12.99) took effect only last month and was not included in this quarter’s earnings, suggesting there is still room for revenue growth in the future.
CEO Alex Norström remarked, “It’s incredible to think that we now serve over three-quarters of a billion people globally.”
Credo Technology’s Earnings Surpass Expectations, Shares Jump Over 9%, Full-Year Outlook Raised
Thanks to explosive demand for high-speed connectivity products driven by AI infrastructure, connectivity solutions provider Credo Technology (NASDAQ:CRDO) significantly raised its earnings forecast, with revenue projections far exceeding even Wall Street’s most optimistic estimates, sending the stock soaring in after-hours trading.
The company’s announcement indicated that Q3 revenue is expected to be between $404 million and $408 million, a substantial increase over its previous guidance of $335 million to $345 million. This figure also far outpaces the $341.2 million expected by Wall Street analysts.
Credo Technology’s solutions have garnered significant interest from industry giants. According to Needham data, Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), and Elon Musk’s xAI are all major customers of Credo Technology. The enormous investments these tech giants are making in AI infrastructure have directly translated into strong demand for Credo’s products.