TSMC Reports Record Q4 2025 Profit as AI Chip Demand Drives 35% Growth

Summary

Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest contract chipmaker, reported a 35% jump in Q4 2025 net income, reaching NT$505.74 billion and exceeding analyst estimates of NT$478.37 billion. Quarterly revenue surpassed NT$1 trillion for the first time, rising 20.5% year-over-year and also beating forecasts. For full-year 2025, revenue reached approximately $122 billion. The results were driven overwhelmingly by demand for AI-related chips. TSMC's high-performance computi