TSMC Reports Mixed December Revenue but Achieves Record Annual Growth in 2025
Taiwan Semiconductor Manufacturing Company (TSMC) closed December 2025 with revenue of NT$335.0 billion ($10.6 billion), marking a 2.5% month-over-month decline but a robust 20.4% year-over-year increase. The dip did little to overshadow a Stellar annual performance, with full-year revenue soaring to NT$3.81 trillion—a 31.6% jump from 2024.
Fourth-quarter revenue reached NT$1.046 trillion, up significantly from NT$868.42 billion in Q4 2024. The growth was fueled by relentless demand for AI infrastructure and high-performance computing, with advanced semiconductor nodes remaining a key driver. TSMC's dominance in chip manufacturing continues to reflect broader technological trends, including the accelerating adoption of AI across industries.
The company will unveil detailed Q4 earnings and 2026 guidance on January 15, a highly anticipated event for markets assessing the semiconductor sector's trajectory. While December's sequential slowdown hints at seasonal adjustments, the annual figures underscore TSMC's pivotal role in global tech supply chains.