"The company achieved revenue of $33.7 billion, marking a 20.5% year-over-year increase and a 5.7% sequential rise. Net income reached $16.31 billion, up 35% from the prior year, exceeding analyst expectations. These figures were fueled by strong demand for AI-related chips, with advanced process technologies like 3 nanometer (nm) and 5nm contributing significantly to the performance. Gross margins expanded to 62.3%, reflecting higher capacity utilization and cost efficiencies tied to AI production."
"Taiwan Semiconductor's fourth-quarter revenue surge was driven largely by high-performance computing , which accounted for 55% of total revenue and is heavily linked to AI applications. AI accelerators represented a high-teens percentage of 2025 revenue, underscoring the segment's importance. The company noted that demand for leading-edge silicon remains strong, supporting growth in computation needs essential for AI development. Advanced technologies - 7nm and below - made up 77% of wafer revenue in the quarter, highlighting the shift toward more efficient chips critical for AI workloads."
"All in all, I believe in my point of view, the AI is real. Not only real, it is starting to grow into our daily life. We believe that is kind of. We call it AI Megatrend."
Revenue reached $33.7 billion in Q4 2025, a 20.5% year-over-year increase and a 5.7% sequential rise, while net income grew to $16.31 billion, up 35% year-over-year. Gross margin expanded to 62.3% due to higher capacity utilization and cost efficiencies tied to AI production. High-performance computing accounted for 55% of total revenue, and AI accelerators represented a high-teens percentage of 2025 revenue. Advanced process technologies — 3nm, 5nm, and 7nm and below — comprised a large majority of wafer revenue, reflecting sustained demand for leading-edge silicon across consumer, enterprise, and sovereign AI segments.
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