TSMC Q4 Revenues Beat, Jump 20.45% on Year
By Reuters | 09 Jan, 2026

The world's most valuable contract manufacturer sets a new record with quarterly revenues of $33.05 billion on surging AI chip demand.

TSMC, the world's largest contract chipmaker, reported on Friday fourth-quarter revenue of T$1,046.08 billion ($33.05 billion), according to Reuters calculations based on monthly data the company released.

The fourth-quarter revenue beat market forecasts, and was up 20.45% from the year ago period on surging interest in artificial intelligence applications.

An LSEG SmartEstimate, drawn from 20 analysts, predicted fourth-quarter revenue of T$1,035.913 billion ($32.73 billion). 

Taiwan Semiconductor Manufacturing Co (TSMC) is a major supplier to companies including Nvidia and Apple.

($1 = 31.6550 Taiwan dollars)

(Reporting by Wen-Yee Lee; Editing by Christian Schmollinger)