Overview
- Quarterly revenue topped 1.046 trillion Taiwan dollars for the first time and net profit rose 35% to 505.7 billion TWD, beating forecasts.
- Capital expenditure for 2026 is guided up to 1.77 trillion TWD (about $56 billion), with first‑quarter revenue forecast around 1.13 trillion TWD, up to 40% higher year on year.
- High‑Performance Computing led growth, rising 48% year on year to 58% of sales as demand for AI accelerators from customers such as Nvidia and AMD surged.
- TSMC is advancing overseas buildouts, including three fabs in Arizona plus an advanced‑packaging site, while a Dresden plant with European partners targets production next year.
- Industry reporting says TSMC makes the vast majority of top‑end AI chips and notes Apple could face tighter allocations as Nvidia’s orders swell, while TSMC shares gained more than 5% after the earnings release.