Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest contract chipmaker, has reported stronger-than-expected revenue for the fourth quarter, driven by surging demand for artificial intelligence-related chips.
The company said revenue for the October–December period rose 20.45 per cent year-on-year to T$1.046 trillion (about $33.04 billion), up from T$868.46 billion recorded in the same period last year.
The performance exceeded market expectations, topping the LSEG SmartEstimate of T$1.036 trillion compiled from 20 analysts, and falling within TSMC’s previously issued guidance range of $32.2 billion to $33.4 billion, provided during its October earnings call. TSMC issues revenue guidance exclusively in U.S. dollars.
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The chipmaker is set to release its full fourth-quarter earnings on January 15, when it is also expected to provide an updated outlook for the current quarter and the full year.
TSMC, whose major clients include Nvidia and Apple, has emerged as one of the biggest beneficiaries of the global artificial intelligence boom. Strong AI-related demand has more than offset the slowdown in chip orders linked to the fading of pandemic-era demand for consumer electronics such as tablets.
Reflecting investor confidence, TSMC’s Taipei-listed shares surged 44.2 per cent in 2025, significantly outperforming the broader Taiwan market, which gained 25.7 per cent over the same period.
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In a related development, Taiwan’s Foxconn, the world’s largest contract electronics manufacturer and Nvidia’s biggest server maker, also posted robust fourth-quarter performance, reporting sales of T$2.603 trillion (about $82.2 billion) for the period.
Esther Ososanya is an investigative journalist with Pinnacle Daily, reporting across health, business, environment, metro, Fct and crime. Known for her bold, empathetic storytelling, she uncovers hidden truths, challenges broken systems, and gives voice to overlooked Nigerians. Her work drives national conversations and demands accountability one powerful story at a time.
