Archive · 9 Jan 2026
TSMC Q4 Revenue Surges Amid AI Demand
TSMC, the world's largest chipmaker, is doing really well.
Their money from October to December 2025 was more than people thought it would be.
This is because lots of people are interested in artificial intelligence (AI), and TSMC makes chips that are important for AI.
Their stock, which is like a piece of the company you can buy, has gone up a lot.
In 2026, it went up 8% by 7 January, and in the last three years, it has gone up three times its value.
This has also helped Taiwan's stock market reach new highs.
TSMC will tell everyone exactly how much money they made on 15 January.
They make chips for big companies like Nvidia and Apple.
Another big company, Foxconn, also made a lot of money in the same time period.
TSMC's Q4 revenue exceeded market forecasts, reaching T$1,046.08 billion ($33.04 billion).
Revenue grew 20.45% year-over-year, driven by AI demand.
TSMC shares rose 8% in 2026 as of 7 January, with triple gains over the past three years.
The company's stock performance significantly impacted Taiwan's benchmark equity index.
Full Q4 earnings and 2026 capex forecast will be released on 15 January.
- Who
- Taiwan Semiconductor Manufacturing Company (TSMC)
- What
- Q4 revenue exceeds market forecasts
- When
- October-December 2025, with earnings release on 15 January 2026
- Where
- Taiwan
- Why
- Boost from AI applications and related stocks
- Company
- Taiwan Semiconductor Manufacturing Company (TSMC)
- Q4 Revenue
- T$1,046.08 billion ($33.04 billion)
- Year-over-Year Growth
- 20.45%
- Stock Performance (2026)
- 8% increase as of 7 January
- Stock Performance (Past 3 Years)
- Triple gains
- Earnings Release Date
- 15 January 2026
- Major Customers
- Nvidia, Apple
- Taiwan's Benchmark Equity Index Weighting
- 45%