TSMC Reports Record Q4 Revenue as AI Chip Demand Surges 78% Year-over-Year
TSMC's results confirm that AI hardware demand shows no signs of slowing.
TSMC reported record Q4 2025 revenue of NT$868.5 billion, with AI chip revenue growing 78% year-over-year, and plans to expand advanced packaging capacity by 60% in 2026.
Taiwan Semiconductor Manufacturing Company (TSMC) reported record quarterly revenue of NT$868.5 billion ($26.9B) for Q4 2025, driven by surging demand for advanced AI chips. Revenue from AI-related chips grew 78% year-over-year, now representing over 15% of total revenue. TSMC also announced plans to expand its advanced packaging capacity by 60% in 2026 to meet AI demand.
TSMC's results confirm that AI hardware demand shows no signs of slowing. The company's dominance in advanced chip manufacturing makes it the critical infrastructure provider for the global AI buildout.
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https://pr.tsmc.com/english/news/3281
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