Overview
- Analysts’ LSEG SmartEstimate points to fourth-quarter net profit of T$475.2 billion, a 27% year-over-year increase that would mark a company record.
- TSMC reported a 20.45% rise in fourth-quarter revenue, supported by full 3-nanometre utilization tied to Apple’s iPhone 17 A19 chips and continued strength in AI accelerators.
- IDC lifted its 2026 revenue growth outlook to 25%–30% in U.S. dollar terms, citing a projected 78% expansion of the AI server accelerator market and contributions from the 2‑nanometre node.
- The company will report results and issue first‑quarter and full‑year guidance on Thursday at 0600 GMT, with options pricing implying roughly a 5.34% post‑earnings move.
- TSMC is committing $165 billion to U.S. plants in Arizona, while some analysts warn faster overseas ramp‑ups could temper margin gains tied to advanced nodes and pricing.