Overview
- Net profit rose 35% to 505.7 billion Taiwan dollars in Q4 2025 on revenue of 1.046 trillion Taiwan dollars, beating analyst expectations.
- TSMC guided Q1 2026 revenue to as much as 1.13 trillion Taiwan dollars, signaling up to 40% growth as customers request additional production slots.
- Capital spending for 2026 was raised by up to 37% to 1.77 trillion Taiwan dollars (about $56 billion) to scale leading-edge and advanced packaging capacity.
- The U.S. expansion includes an operating Arizona fab, two more under construction, an advanced packaging plant, and a newly acquired site, while a Dresden factory for auto-grade chips stays on schedule.
- TSMC produces more than 90% of the most powerful AI chips for clients such as Nvidia, Apple, Amazon and Meta, and its shares climbed over 5% after the outlook.