Overview
- For Q4 2025, revenue reached NT$1,046.09 billion, up 20.5% year over year, with net income at NT$505.74 billion, up 35%.
- Advanced nodes accounted for 77% of wafer revenue in the quarter, with 3nm at 28%, 5nm at 35%, and 7nm at 14%.
- TSMC guides Q1 2026 revenue at $34.6–$35.8 billion, with expected gross margin of 63%–65% and operating margin of 54%–56%, and a 17%–18% tax rate.
- Capital spending is planned at $52–56 billion in 2026 versus $40.9 billion in 2025, with management signaling higher capex over the next three years, nearly 30% 2026 sales growth in USD terms, and a long-term gross margin target of 56% or higher.
- HPC revenue rose 48% in 2025 to 58% of total by platform, automotive grew 34%, smartphone and IoT growth stayed below 20%, and consumer electronics fell 22% quarter over quarter in Q4.