tech

January 15, 2026

TSMC delivers another record quarter as profit jumps 35% fueled by robust AI chip demand

TSMCy delivered another estimate-beating quarter, with profit up 35% from a year ago as advanced chip orders tied to AI continued to dominate its business.

TSMC delivers another record quarter as profit jumps 35% fueled by robust AI chip demand

TL;DR

  • Fourth-quarter profit increased by 35%, setting a new record.
  • Revenue surpassed NT$1 trillion, a 20.5% year-over-year increase.
  • Guided current quarter revenue between $34.6 billion and $35.8 billion.
  • Strong demand for AI chips and leading-edge process technologies are driving growth.
  • High-performance computing (AI, 5G) represented 55% of sales in the last quarter.
  • Advanced chips (7nm or smaller) made up 77% of wafer revenue.
  • Capital expenditure is projected to reach $52-56 billion in 2026, up from $40.9 billion in 2025.
  • Company is expanding globally with facilities in Japan, Europe, and Arizona.
  • Global tariff policies are identified as a potential risk factor.

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