Taiwan Semiconductor (TSM) Stock: December Revenue Dips But 2025 Marks Record Year

TSMC's December revenue takes a breather—but don't let that fool you. The chip titan just closed out a record-shattering 2025, proving that even a momentary dip can't derail a structural bull run.

The December Cooldown

A slight sequential pullback in December revenue is more about seasonal rhythms and supply chain recalibration than any fundamental weakness. It's the classic year-end inventory shuffle—Wall Street analysts yawn, long-term investors nod knowingly.

The 2025 Powerhouse Performance

Forget the monthly noise. The full-year story is one of relentless execution. Record annual revenue for 2025 wasn't just achieved; it was smashed, fueled by unquenchable demand for advanced nodes powering everything from AI accelerators to the next generation of smart devices. Capacity remains sold out years in advance.

Why the Bulls Are Still Charging

This isn't a story about a single month. It's about monopoly-like dominance in the most critical layer of the global tech stack. Short-term volatility is just static against the signal of long-term secular growth. The computing future is being built on TSMC's silicon, and that's a trend with more legs than any quarterly report.

So, a minor December dip? Hardly a crisis. More like a pit stop for the engine of the digital world—and a reminder that in tech, sometimes the most valuable assets are the ones too essential to fail. (Take that, speculative meme stocks.)

TLDR

• TSMC’s December 2025 revenue hit NT$335.0 billion ($10.6 billion), down 2.5% month-over-month but up 20.4% year-over-year
• Full-year 2025 revenue reached NT$3.81 trillion, representing a 31.6% jump from 2024
• Fourth quarter revenue totaled NT$1.046 trillion versus NT$868.42 billion in Q4 2024
• AI infrastructure demand and high-performance computing drove the growth throughout 2025
• The company will release detailed Q4 earnings and 2026 guidance on January 15

Taiwan Semiconductor Manufacturing Company wrapped up 2025 with a mixed December report. Revenue for the month came in at NT$335.0 billion, or about $10.6 billion.

Taiwan Semiconductor Manufacturing Company Limited, TSM

The figure represents a 2.5% decline from November’s numbers. However, compared to December 2024, revenue jumped 20.4%.

The chipmaker released these figures in a Friday statement. The sequential dip didn’t overshadow the company’s strong annual performance.

For the full year 2025, TSMC posted total revenue of NT$3.81 trillion. That’s a 31.6% increase over 2024’s numbers.

The growth reflects continued strength in several key areas. AI applications kept demand high throughout the year.

High-performance computing also contributed to the revenue surge. Advanced semiconductor nodes remained in strong demand from customers.

Fourth Quarter Shows Continued Momentum

Fourth quarter revenue totaled NT$1.046 trillion according to calculations. This compared to NT$868.42 billion in the same period of 2024.

The quarter-over-quarter growth matches the broader annual trend. AI infrastructure investments continued to fuel orders.

TSMC supplies chips to major tech companies including Apple and Nvidia. These partnerships have proven valuable as AI spending accelerates globally.

Some consumer electronics segments showed weakness during the year. But the AI boom more than compensated for softer areas.

The company manufactures chips for a wide range of applications. From smartphones to data center processors, TSMC’s foundries stay busy.

December’s month-over-month decline isn’t unusual for the company. Sequential monthly variations happen regularly in the semiconductor business.

Looking Ahead to Earnings

TSMC plans to release its full fourth quarter earnings report on January 15. That’s when investors will get detailed financial results and forward guidance.

The earnings call will provide revenue projections for 2026. Management will also discuss capital expenditure plans for the coming year.

Analysts will be watching for commentary on AI chip demand. The sustainability of this growth remains a key question for the industry.

TSMC’s advanced manufacturing capabilities give it an edge. The company produces the most cutting-edge chips in the world.

Its 3-nanometer and upcoming 2-nanometer processes attract top customers. These advanced nodes command premium pricing.

The Taiwan-based manufacturer has invested heavily in new capacity. Facilities in the United States and Japan are under construction.

These international expansions aim to diversify production geographically. They also address concerns from customers and governments about supply chain concentration.

TSMC’s 2025 performance puts it in a strong position entering the new year. The 31.6% annual revenue growth reflects the company’s market position.

AI applications continue to require more advanced semiconductors. This trend has shown no signs of slowing as 2026 begins.

The January 15 earnings report will provide capital spending guidance for the year ahead. Industry watchers expect continued investment in advanced manufacturing technology.