What is driving TSMC's record net profit?

TSMC's record net profit is primarily driven by the insatiable demand for AI infrastructure and the full utilization of its advanced 3-nanometre chip capacity.

How much is TSMC investing in the US?

TSMC is investing $165 billion to build chip factories in the U.S. state of Arizona and is expected to invest further.

When will TSMC report its fourth-quarter earnings?

TSMC was scheduled to report its fourth-quarter earnings on Thursday, January 12, 2026.

Home / Business and Economy / TSMC Surges to Record Profit on AI Chip Demand

TSMC Surges to Record Profit on AI Chip Demand

12 Jan

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Summary

TSMC anticipates a record 27% net profit jump for Q4.
AI server accelerators and next-gen chips are key growth drivers.
The company is investing significantly in US chip factories.

TSMC Surges to Record Profit on AI Chip Demand

Taiwan Semiconductor Manufacturing Co. (TSMC) is expected to report a record-breaking fourth-quarter net profit, with projections indicating a 27% surge. This remarkable growth is largely attributed to the escalating demand for artificial intelligence infrastructure. The company's advanced 3-nanometre chip capacity has seen full utilization, primarily supporting the production of chips for the latest iPhone series and robust AI applications.

Looking beyond the current quarter, TSMC anticipates substantial revenue growth in the coming years, estimated between 25%-30% in 2026. This optimistic forecast is bolstered by the booming market for AI server accelerators, which is projected for significant year-over-year expansion. Furthermore, the anticipated contributions from TSMC's next-generation 2-nanometre node are expected to solidify its market leadership.