TLDR
- In December 2025, TSMC’s revenue stood at NT$335.0 billion ($10.6 billion), a 2.5% month-over-month decrease but a 20.4% year-over-year increase
- Full-year 2025 revenue amounted to NT$3.81 trillion, marking a 31.6% rise from 2024
- Fourth quarter revenue totaled NT$1.046 trillion, compared to NT$868.42 billion in the same quarter of 2024
- Growth throughout 2025 was propelled by AI infrastructure demand and high-performance computing
- The company is set to release detailed Q4 earnings and 2026 guidance on January 15
Taiwan Semiconductor Manufacturing Company concluded 2025 with a mixed December report. The month’s revenue was NT$335.0 billion, approximately $10.6 billion.
This figure shows a 2.5% drop from November’s figures. Nevertheless, compared to December 2024, revenue surged by 20.4%.
The chipmaker disclosed these figures in a statement on Friday. The sequential decrease did not overshadow the company’s robust annual performance.
For the entire year of 2025, TSMC posted total revenue of NT$3.81 trillion. This is a 31.6% increase from 2024’s figures.
The growth reflects sustained strength in several key areas. AI applications maintained high demand throughout the year.
High-performance computing also contributed to the revenue surge. Advanced semiconductor nodes continued to be in strong demand from customers.
Fourth Quarter Demonstrates Continuing Momentum
Calculations show that fourth quarter revenue totaled NT$1.046 trillion. This is in contrast to NT$868.42 billion in the corresponding period of 2024.
The quarter-over-quarter growth aligns with the broader annual trend. AI infrastructure investments continued to fuel orders.
TSMC supplies chips to major tech companies such as Apple and others. These partnerships have proven valuable as AI spending accelerates globally.
Some consumer electronics segments experienced weakness during the year. However, the AI boom more than offset the softer areas.
The company manufactures chips for a diverse range of applications. From smartphones to data center processors, TSMC’s foundries remain busy.
December’s month-over-month decrease is not unusual for the company. Sequential monthly fluctuations occur regularly in the semiconductor industry.
Looking Forward to Earnings
TSMC intends to release its complete fourth quarter earnings report on January 15. At that time, investors will receive detailed financial results and forward guidance.
The earnings call will offer revenue projections for 2026. Management will also discuss capital expenditure plans for the upcoming year.
Analysts will be monitoring 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 advantage. The company produces the world’s most cutting-edge chips.
Its 3-nanometer and upcoming 2-nanometer processes attract top customers. These advanced nodes command premium prices.
The Taiwan-based manufacturer has made substantial investments 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 regarding supply chain concentration.
TSMC’s 2025 performance positions it strongly as the new year begins. 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 abating as 2026 commences.
The January 15 earnings report will provide capital spending guidance for the coming year. Industry observers expect continued investment in advanced manufacturing technology.
