HSINCHU, Taiwan, R.O.C., Jan. 15, 2026 -- TSMC (TWSE: 2330, NYSE: TSM) today announced consolidated revenue of NT$1,046.09 billion, net income of NT$505.74 billion, and diluted earnings per share of NT$19.50 (US$3.14 per ADR unit) for the fourth quarter ended December 31, 2025.
Year-over-year, fourth quarter revenue increased 20.5% while net income and diluted EPS both increased 35.0%. Compared to third quarter 2025, fourth quarter results represented a 5.7% increase in revenue and an 11.8% increase in net income. All figures were prepared in accordance with TIFRS on a consolidated basis.
In US dollars, fourth quarter revenue was $33.73 billion, which increased 25.5% year-over-year and increased 1.9% from the previous quarter.
Gross margin for the quarter was 62.3%, operating margin was 54.0%, and net profit margin was 48.3%.
In the fourth quarter, shipments of 3-nanometer accounted for 28% of total wafer revenue; 5-nanometer accounted for 35%; 7-nanometer accounted for 14%. Advanced technologies, defined as 7-nanometer and more advanced technologies, accounted for 77% of total wafer revenue.
“Our business in the fourth quarter was supported by strong demand for our leading-edge process technologies,” said Wendell Huang, Senior VP and Chief Financial Officer of TSMC. “Moving into first quarter 2026, we expect our business to be supported by continued strong demand for our leading-edge process technologies.”
Based on the Company’s current business outlook, management expects the overall performance for first quarter 2026 to be as follows:
Senior Vice President & Chief Financial Officer
Public Relations Division
Link to Press Release
Year-over-year, fourth quarter revenue increased 20.5% while net income and diluted EPS both increased 35.0%. Compared to third quarter 2025, fourth quarter results represented a 5.7% increase in revenue and an 11.8% increase in net income. All figures were prepared in accordance with TIFRS on a consolidated basis.
In US dollars, fourth quarter revenue was $33.73 billion, which increased 25.5% year-over-year and increased 1.9% from the previous quarter.
Gross margin for the quarter was 62.3%, operating margin was 54.0%, and net profit margin was 48.3%.
In the fourth quarter, shipments of 3-nanometer accounted for 28% of total wafer revenue; 5-nanometer accounted for 35%; 7-nanometer accounted for 14%. Advanced technologies, defined as 7-nanometer and more advanced technologies, accounted for 77% of total wafer revenue.
“Our business in the fourth quarter was supported by strong demand for our leading-edge process technologies,” said Wendell Huang, Senior VP and Chief Financial Officer of TSMC. “Moving into first quarter 2026, we expect our business to be supported by continued strong demand for our leading-edge process technologies.”
Based on the Company’s current business outlook, management expects the overall performance for first quarter 2026 to be as follows:
- - Revenue is expected to be between US$34.6 billion and US$35.8 billion;
- - Gross profit margin is expected to be between 63% and 65%;
- - Operating profit margin is expected to be between 54% and 56%.
TSMC Spokesperson
Wendell HuangSenior Vice President & Chief Financial Officer
TSMC Deputy Spokesperson
Nina KaoPublic Relations Division
TSMC Media Contact
press@tsmc.comLink to Press Release