On January 19, 2026, Taiwan Semiconductor Manufacturing Company (TSMC) reported a 25.5% year-over-year revenue increase in Q4, reaching $33.73 billion. Key financial metrics included a gross margin of 62.3%, operating margin of 54%, and a net profit margin of 48.3%. Notably, TSMC’s three-nanometer chips accounted for 28% of total wafer revenue, reflecting a strong focus on advanced technology development. The company is also set to spend $52 billion to $56 billion in capital expenditures in 2026, primarily driven by demand in the AI sector.
During the podcast discussion, contributors debated the significance of TSMC versus Nvidia in the AI ecosystem. TSMC holds a commanding 72% of the global chip foundry market, while Nvidia dominates data center AI chip sales with a 90% market share, reporting $51.2 billion in revenue for Q3 of fiscal 2026. As companies increasingly invest in AI infrastructure, the dynamics between TSMC and Nvidia continue to evolve.
