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TSMC Projects Record Q4 Profit Amid AI Boom

1/12/2026

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Summary

Story summary

Taipei-based Taiwan Semiconductor Manufacturing Company Ltd. (TSMC) projects a record Q4 net profit of T$475.2 billion (US$15.02 billion) due to AI demand and full 3-nanometre capacity.
As a key supplier for Nvidia and Apple, TSMC expects 2026 revenue to grow 25%–30%.
Overseas fabs could affect margins, and U.S. tariffs pose a challenge.
TSMC is investing $165 billion in U.S. chip factories.
Shares rose 44.2% last year, outperforming the broader market.

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Story summary

Taipei-based Taiwan Semiconductor Manufacturing Company Ltd. (TSMC) projects a record Q4 net profit of T$475.2 billion (US$15.02 billion) due to AI demand and full 3-nanometre capacity.
As a key supplier for Nvidia and Apple, TSMC expects 2026 revenue to grow 25%–30%.
Overseas fabs could affect margins, and U.S. tariffs pose a challenge.
TSMC is investing $165 billion in U.S. chip factories.
Shares rose 44.2% last year, outperforming the broader market.