US EditionTSMC posts Q4 revenue of T$1,046.08 billion, above forecasts
TSMC's 31.6% sales growth to NT$3.81 trillion in 2025 was driven by AI chip demand and a recovery in non-AI sectors, marking its first quarterly revenue above NT$1 trillion.
- On Jan 9, Taiwan Semiconductor Manufacturing Co. reported a 20.45 per cent increase in fourth-quarter revenue, with revenue for October–December at T$1.046 trillion, beating the LSEG SmartEstimate of T$1.036 trillion.
- Analysts attributed TSMC's growth to strong global AI demand boosting advanced chip shipments and a recovery in non-AI user demand, with major customers Nvidia and Apple benefiting.
- The U.S. dollar trading above NT$30.6 meant TSMC's US$32.2–33.4 billion guidance, implying NT$985.32 billion–NT$1.02 trillion, was beaten as the dollar hit NT$31.526.
- TSMC will hold an investor conference on Jan. 15 to detail fourth-quarter results and provide 2026 guidance, an event analysts say will cover AI-driven orders, while Taipei-listed shares rose 44.2% last year.
- Peer Taiwan's Foxconn also reported bumper fourth-quarter sales of T$2.6028 trillion, underscoring sector strength amid TSMC's record $3.81 trillion annual sales in 2025.
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The Economic TimesTSMC fourth-quarter revenue jumps 20%, beats forecasts
TAIPEI, Jan 9 : TSMC, the world's largest contract chipmaker, on Friday reported a 20.45 per cent increase in fourth-quarter revenue from a year earlier, beating the market forecast, as demand for the company's products leapt in response to surging interest in AI applications.The company, whose customers i
TSMC posts Q4 revenue of T$1,046.08 billion, above forecasts
TSMC, the world's largest contract chipmaker, reported on Friday fourth-quarter revenue rose 20.45% from a year earlier, beating the market forecast, as demand for the company's products leapt on surging interest in artificial intelligence applications.
TSMC slows launch of new 3nm projects, encourages clients to consider 2nm · TechNode
TSMC has temporarily halted the launch of new 3nm chip projects and raised prices for the advanced node, as demand from AI and high-end computing customers continues to strain capacity, chipmakers familiar with the matter said. Existing 3nm capacity has been fully taken up by orders for AI GPUs, cloud data centre application-specific integrated circuits (ASICs) and flagship mobile processors, the sources said, adding that short-term capacity exp…
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