Taiwan Semiconductor Manufacturing Company (NYSE:TSM), the world's largest contract chipmaker, reported fourth-quarter revenue that rose 20.45% from the year-ago period on surging interest in artificial intelligence applications.
The company posted October-December revenue of NT$1,046.08 billion (approximately $33.05 billion), according to calculations based on monthly sales data.
The result comfortably exceeded an LSEG SmartEstimate of NT$1,035.913 billion ($32.73 billion) compiled from 20 analysts.
TSMC, a critical supplier to major technology companies including Nvidia and Apple, has benefited immensely from the global AI boom, with demand for its leading-edge 3-nanometer and 5-nanometer process technologies driving orders for high-performance computing chips.
The strong preliminary revenue figure aligns with the company's prior U.S. dollar guidance range of $32.2 billion to $33.4 billion provided in its October earnings update.
TSMC is scheduled to release full fourth-quarter earnings, including profitability metrics and updated outlook, on January 15, 2026.
The results underscore TSMC's dominant position in advanced semiconductor manufacturing amid an ongoing surge in AI-related investments across the industry.