Revenue for October to December reached T$1.046 trillion ($33.11 billion), up from T$868.46 billion a year earlier, according to Reuters calculations based on the company’s monthly data. The result surpassed the LSEG SmartEstimate of T$1.036 trillion ($32.79 billion) compiled from 20 analysts and aligned with TSMC’s prior guidance of $32.2 billion to $33.4 billion provided in its October earnings call. Notably, TSMC issues guidance only in U.S. dollars.
The company, which counts tech giants Nvidia and Apple among its customers, has benefited significantly from growing AI adoption. This surge has largely offset a slowdown in chip demand for consumer electronics, such as tablets, that had been fueled by the pandemic.
TSMC is scheduled to report its full fourth-quarter earnings on January 15, when it is expected to provide updated guidance for the current quarter and full-year outlook, including capital expenditure plans and revenue growth projections.
TSMC’s shares, listed in Taipei, gained 44.2% in 2025, outperforming the broader market, which rose 25.7% over the same period.
The strong performance in the chip sector mirrors a wider trend in Taiwan’s tech industry. Foxconn, the world’s largest contract electronics manufacturer and Nvidia’s largest server partner, also reported robust fourth-quarter sales of T$2.6028 trillion ($82.20 billion) on Monday.