US EditionTSMC fourth-quarter profit beats estimates, soaring 35%, as AI chip demand stays strong
TSMC's net income rose 35% year-over-year to NT$505.74 billion with AI and data-center chip demand driving 77% of wafer revenue from advanced nodes.
- 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.
25 Articles
25 Articles
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Taiwan's TSMC logs quarterly net profit jump on AI boom
TAIPEI — Taiwanese chipmaking titan TSMC announced Thursday a forecast-busting net profit for the fourth quarter as demand for AI technology skyrockets. TSMC is the world's biggest contract maker of chips used in everything from Apple's smartphones to Nvidia's cutting-edge articifical intelligence hardware. The company has been a massive beneficiary of the AI revolution that has seen US tech giants pour many billions of dollars into chips, serve…
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