In the fourth quarter of 2025, Taiwan Semiconductor Manufacturing Company (TSMC) achieved strong performance growth, with after-tax net profit increasing by 35% year-on-year to NT$505.74 billion, primarily due to sustained strong demand for advanced process technologies. The company's quarterly revenue surpassed NT$1 trillion for the first time.According to TSMC's financial report released on Wednesday, consolidated revenue for the fourth quarter reached NT$1.05 trillion, a year-on-year increase of 20.5%, with earnings per share rising to NT$19.50. In US dollar terms, the quarterly revenue was $33.73 billion, an increase of 25.5% compared to the same period last year and a quarter-on-quarter increase of 1.9%.This financial performance exceeded market expectations, reflecting further release of profitability from advanced process nodes. The company's gross margin climbed to 62.3% this quarter, and operating margin reached 54.0%, both at historically high levels. TSMC's total capital expenditure for 2025 amounted to $40.9 billion.<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/bb225647-c79f-4f84-a8a8-1880f7d3af91.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/bb225647-c79f-4f84-a8a8-1880f7d3af91.png"/>TSMC's US stock surged nearly 2% in after-hours trading.<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/aaf405d2-a27c-447c-948e-72d5f6e329ea.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/aaf405d2-a27c-447c-948e-72d5f6e329ea.png"/><h2>Contribution of Advanced Processes Continues to Expand</h2>TSMC's advanced process technologies (including 7nm and more advanced processes) have become its absolute revenue pillar. Financial report data shows that the shipment value of advanced processes accounted for 77% of total wafer sales for the quarter.Among these, the shipment proportion of the currently leading 3nm process further increased to 28%, indicating that key customers are accelerating their migration to the latest process nodes. The 5nm process remains the largest single node contributor, accounting for 35% of total sales for the quarter. The 7nm process holds a 14% share. This revenue structure, dominated by high value-added products, ensures that the company can maintain a high level of profitability amid market fluctuations.More news will be updated continuously

- TSMC reported significant growth in Q4 2025, with a net profit after tax of 505.74 billion NTD, up 35% year-over-year, driven by strong demand for advanced manufacturing technologies.  
- The company's consolidated revenue reached 1.05 trillion NTD, a 20.5% increase from the previous year, with an earnings per share of 19.50 NTD, reflecting robust profitability from advanced process nodes.  
- Advanced process technology contributed 77% of total wafer sales, with 3nm shipments rising to 28%, indicating a shift by key clients to the latest technology nodes.

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Demand for AI chips remains strong, TSMC's net profit in Q4 increased significantly by 35%, with total capital expenditure reaching $40.9 billion in 2025 | Financial Report Insights