Overview
- Q4 2025 EPS reached $3.14 on revenue of $33.7 billion, topping estimates of $2.98 and $32.7 billion.
- Sales rose 25% year over year and earnings climbed 35%, with gross, operating, and net margins at 62.3%, 54%, and 48.3%, respectively.
- Wafer shipments were heavily concentrated in advanced nodes, with 3 nm at 28%, 5 nm at 35%, and 7 nm at 14% for a 77% total.
- TSMC guided Q1 2026 revenue to $34.6–$35.8 billion with projected gross margins of 63%–65% and operating margins of 54%–56%, as the CFO signaled continued strong demand for leading‑edge processes.
- The stock jumped about 6.1% intraday after the report, while Citi had raised its price target on Jan. 9 and flagged a near‑term upside catalyst ahead of earnings.