"Performance" TSMC's quarterly net profit rose 35% year-on-year, exceeding expectations

AASTOCKS
2026.01.15 06:45

The world's largest foundry, Taiwan Semiconductor (TSMC.US), announced its performance for the fourth quarter of last year, with quarterly net profit rising 35% year-on-year to NT$ 505.7 billion (USD 16.01 billion), exceeding market expectations of NT$ 478.4 billion. Earnings per share for the quarter were NT$ 19.5, equivalent to USD 3.14 per American Depositary Share.

Quarterly revenue increased 20.5% year-on-year to NT$ 1,046.1 billion, up 5.7% quarter-on-quarter; in USD terms, it was USD 33.73 billion, up 25.5% year-on-year and up 1.9% quarter-on-quarter. The company stated that shipments from the three advanced processes of 3nm, 5nm, and 7nm accounted for 28%, 35%, and 14% of the quarterly wafer sales value, totaling 77%. The company's quarterly gross margin was 62.3%, higher than 59% in the same period last year.

TSMC indicated that for the first quarter of 2026, the performance outlook expects consolidated revenue to be between USD 34.6 billion and USD 35.8 billion; gross margin is expected to be between 63% and 65%; and operating margin is expected to be between 54% and 56%