TSMC’s revenue comes in at high end of predictionsBy Lisa Wang / Staff ReporterTaiwan Semiconductor Manufacturing Co (TSMC, 台積電), which supplies advanced chips to Nvidia Corp and Apple Inc, yesterday reported NT$1.046 trillion (US$33.1 billion) in revenue for last quarter, driven by constantly strong demand for artificial intelligence (AI) chips, falling in the upper end of its forecast. Last year in total, revenue jumped 31.61 percent to NT$3.81 trillion, compared with NT$2.89 trillion generated in the year before, according to a TSMC statement. To cope with strong AI chip demand, TSMC plans to speed up its 2-nanometer chip production in Taiwan and to quicken its chip manufacturing technology upgrade at its fabs in Arizona, it said. KGI expected the chipmaker to make NT$475.89 billion net profit last quarter, higher than the consensus of NT$454.67 billion, according to a KGI report released on Monday. Gross margin was expected to reach 61.5 percent in the fourth quarter of last year, exceeding TSMC’s guidance of between 59 percent and 61 percent, the KGI report said.

Source: Taipei Times January 09, 2026 17:45 UTC