TSMC Reports Strong Revenue Growth and Promising Outlook for 2026
Taiwan Semiconductor Manufacturing Company (TSMC) reported a 20.4% year-over-year increase in revenue for December 2025, bringing its total revenue for the year to a 31.6% rise in New Taiwan Dollars, exceeding market expectations. Analysts anticipate a further acceleration in TSMC’s growth rate, with projections of a 22% increase in the first quarter of 2026 and an overall revenue growth estimate of 23.3% for the year.
The company is poised to capitalize on the booming semiconductor industry, which is expected to see a 26.3% revenue spike in 2026. Additional capacity expansions, particularly for AI chip manufacturing, and increased orders from companies like Nvidia, whose Chinese business is seeking 2 million of its advanced H200 processors, underpin TSMC’s strong performance and outlook. TSMC will release its financial results on January 15, 2026, which could further impact its stock price positively.
