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TSMC Reports 35% Profit Surge Amid AI Chip Demand

1/15/2026

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Story summary

Taiwan Semiconductor Manufacturing Company (TSMC) reported a 35% year-over-year rise in fourth-quarter profit to NT$505.74 billion and record revenue of NT$1.046 trillion, driven by AI chip demand.
The company's high-performance computing division, including AI and 5G applications, accounted for most sales, with 7-nanometer-or-smaller chips representing 77% of wafer revenue.
Analysts warn that consumer electronics chip demand may decline because memory shortages and price increases persist.

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Story summary

Taiwan Semiconductor Manufacturing Company (TSMC) reported a 35% year-over-year rise in fourth-quarter profit to NT$505.74 billion and record revenue of NT$1.046 trillion, driven by AI chip demand.
The company's high-performance computing division, including AI and 5G applications, accounted for most sales, with 7-nanometer-or-smaller chips representing 77% of wafer revenue.
Analysts warn that consumer electronics chip demand may decline because memory shortages and price increases persist.