Overview
- Fourth-quarter 2025 net profit reached NT$505.7 billion ($16 billion) and revenue topped NT$1 trillion, beating estimates with a 62.3% gross margin.
- TSMC forecast roughly 30% revenue growth in 2026 and guided Q1 sales to $34–$35.8 billion, paired with capital spending of $52–$56 billion for the year.
- The company purchased an additional 900 acres in Arizona, applied for permits for a fourth fab and its first advanced packaging plant, and outlined plans for a gigafab cluster.
- Arizona operations have achieved yields comparable to Taiwan, including N4P production of Nvidia GPUs, with the second Arizona fab targeting volume output in the second half of 2027.
- Management is rolling out multi‑year price increases through 2029 and noted a new U.S.–Taiwan trade framework that caps tariffs at 15% and includes large bilateral investment commitments.