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Taiwan Semiconductor Manufacturing Company (TSMC) has reported higher fourth-quarter revenue, extending 2025 momentum as AI chip demand stayed firm. The company posted October–December revenue of NT$1,046.08 billion ($33.04 billion), up 20.45% from a year earlier.
Reuters calculations based on monthly disclosures showed the figure beat an LSEG SmartEstimate of NT$1,035.91 billion from 20 analysts.
The company said demand linked to artificial intelligence helped lift sales despite slower consumer electronics demand. TSMC manufactures chips for major customers, including Nvidia and Apple.
In the year-ago quarter, the company recorded revenue of NT$868.46 billion, using the same monthly method. Reuters said AI progress has boosted demand for advanced chips, while tablet and smartphone demand has cooled from pandemic peaks.
TSMC’s fourth-quarter revenue also cleared the NT$1 trillion mark for the first time. Focus Taiwan said the quarter rose 5.67% from the prior quarter, showing continued strength into year-end.
TSMC issued fourth-quarter guidance in US dollars, set at $32.2 billion to $33.4 billion during its October call. The actual result landed inside that range, which supported expectations for steady AI-related utilization.
The revenue update gives investors an early read on quarterly performance ahead of profit figures. TSMC plans to publish its income statement, margins, and product mix details with the January 15 release.
On a consolidated basis, TSMC reported December 2025 revenue of about NT$335 billion. The figure declined 2.5% from November, yet it rose 20.4% from December 2024.
Focus Taiwan linked part of the quarterly beat to currency moves, since TSMC set guidance using NT$30.6 per US dollar. The currency traded above that level for most of the quarter and reached NT$31.526 in mid-December.
For January through December 2025, TSMC said revenue reached NT$3,809.05 billion. The company said the total climbed 31.6% from 2024, reflecting a broad-based recovery led by high-performance computing demand.
Also Read: TSMC Shares Hit Record After Goldman Raises Target on AI Demand Outlook
TSMC has scheduled its fourth-quarter earnings conference for Thursday, January 15, 2026. The company plans to publish results and provide an updated outlook for the current quarter and the full year.
TSMC also noted a quiet period from January 5 to January 14, when it limits contact with investors. That schedule keeps attention on the January 15 update for guidance on capacity expansion, margins, and capital spending.
Furthermore, several brokerages have raised TSMC price targets on stronger revenue trends and firmer margin expectations. Analysts await 2026 guidance. Investors also watch AI chip demand and data center buildouts for fresh signals.
