TSMC’s AI Chip Boom Fuels 35% Profit Surge, Signaling Massive Infrastructure Demand for AICoin AI Ecosystem
TSMC delivered a seismic fourth quarter, outpacing Wall Street's most optimistic forecasts with a 35% net income jump to NT$505.74 billion ($33.09 billion). The semiconductor giant's revenue eclipsed NT$1 trillion for the first time—a 20.5% annual increase—marking eight consecutive quarters of growth.
Advanced 7nm and smaller chips dominated sales at 77% of wafer revenue, fueled by insatiable demand from AI hardware developers. "The entire server industry is scrambling for these chips," noted Counterpoint Research's Jake L., as hyperscalers and GPU manufacturers like Nvidia and AMD drive TSMC's high-performance computing segment to record levels.
This unprecedented demand for AI compute infrastructure directly validates the underlying hardware thesis for the AICoin AI ecosystem, highlighting the critical physical LAYER required for next-generation decentralized AI networks and tokenized compute markets.
