US EditionTSMC fourth-quarter profit beats estimates, soaring 35%, as AI chip demand stays strong
TSMC's 35% profit rise in Q4 2025 reflects strong AI and high-performance chip demand, with advanced processes making up 77% of sales, CEO says.
- 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.
75 Articles
75 Articles
TSMC's Q4 earnings reignite AI bubble debate
Taiwan Semiconductor Manufacturing Company's shares soared 5% intraday on Thursday, reaching a new 52-week high. This followed its fourth-quarter earnings report on January 15, which fueled optimism about artificial intelligence. As it beat Wall Street expectations, buoyed by AI investment…
Apple chipmaker TSMC is spending big on next-gen silicon, AI chips, and the U.S.
Main Apple chip partner TSMC had a great earnings report, and to keep up with demand, it is increasing its manufacturing spend by almost 40%. It's not clear how much this will benefit Apple.TSMC's headquarters in Hsinchu, TaiwanThe news comes after TMSC announced bumper quarterly results, which saw its profits increase by 35%. The company's strong performance is mostly thanks to the current AI boom, which has seen other chipmakers reap similar b…
Coverage Details
Bias Distribution
- 53% of the sources are Center
Factuality
To view factuality data please Upgrade to Premium
