US EditionPublished • loading... • Updated
TSMC fourth-quarter profit beats estimates, soaring 35%, as AI chip demand stays strong
TSMC's Q4 net profit rose 35% year-on-year to NT$505.7 billion, driven by AI and high-performance chip demand, with advanced nodes accounting for 77% of revenue.
- On Jan. 15, 2026, Taiwan Semiconductor Manufacturing Company reported revenue of $1.046 trillion, net income of $505.74 billion, and EPS of $19.50 for the quarter ended December 31, 2025.
- Demand for AI and data‑center chips pushed results, with Nvidia and AMD driving orders for advanced process nodes and chip packaging.
- Shipments of 3‑nanometer accounted for 28%, with 77% of wafer revenue from advanced nodes, and margins were gross 62.3%, operating 54.0%, net 48.3%.
- Options markets implied about a 4.86% move, as Citi analyst Laura Chen kept a Buy rating with a NT$2,450 target and Bernstein raised its target to $330.
- With 2nm capacity expansion, analysts expect strong 2026 performance as TSMC plans to lift wafer capacity to 125,000 per month and projects 23% revenue growth in 2026, Lai said.
Insights by Ground AI
Podcasts & Opinions
39 Articles
39 Articles
·France
Read Full Article
TSMC fourth-quarter profit leaps to record driven by AI boom
Benefiting from surging demand for advanced chips used in artificial intelligence applications, Taiwan Semiconductor Manufacturing Co said net profit for October-December climbed to T$505.7 billion ($16 billion), its seventh straight quarter of double-digit growth.
·India
Read Full Article
Taiwan Semiconductor Manufacturing Q4 Earnings Call Highlights
Taiwan Semiconductor Manufacturing (NYSE:TSM) reported fourth-quarter 2025 results that management said were supported by strong demand for leading-edge process technologies, while outlining a stepped-up investment plan and a long-term growth framework driven largely by AI-related demand. Fourth-qu
Coverage Details
Total News Sources39
Leaning Left5Leaning Right4Center9Last UpdatedBias Distribution50% Center
Bias Distribution
- 50% of the sources are Center
50% Center
L 28%
C 50%
R 22%
Factuality
To view factuality data please Upgrade to Premium
