By Reuters | Updated: January 9, 2026
TAIPEI, Jan 9 (Reuters) – TSMC, the world’s largest contract chipmaker, reported on Friday fourth-quarter revenue rose 20.45% from a year earlier, beating the market forecast, as demand for the company’s products leapt on surging interest in artificial intelligence applications.
Revenue for the October-December period was T$1,046.08 billion ($33.04 billion), according to Reuters calculations based on monthly data the company released, compared with T$868.46 billion in the year-ago period.
The latest result handily topped a LSEG SmartEstimate of T$1,035.913 billion ($32.72 billion) drawn from 20 analysts, and was in line with guidance of $32.2 billion to $33.4 billion issued by TSMC in October in its last earnings call. TSMC only gives guidance in U.S. dollars.
TSMC (2330.TW) will report full fourth-quarter earnings on January 15, including an updated outlook for the current quarter and full year.
The company, whose customers include Nvidia (NVDA.O) and Apple (AAPL.O), has been a major beneficiary of advances in AI, which has more than offset the tapering off of pandemic-led demand for chips used in consumer electronics like tablets.
TSMC’s Taipei-listed shares gained 44.2% last year, outperforming the 25.7% rise for the broader market (.TWII).
Taiwan’s Foxconn (2317.TW), the world’s largest contract electronics maker and Nvidia’s biggest server maker, also reported bumper sales on Monday, logging T$2.6028 trillion ($82.20 billion) for the fourth quarter.
($1 = 31.6640 Taiwan dollars)
Reporting by Wen-Yee Lee; Editing by Christian Schmollinger
--
© Thomson Reuters 2026
