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TSMC Fourth-Quarter Revenue Jumps 20%, Beating Market Forecasts

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TSMC, the world’s largest contract chipmaker, reported a 20.45% year-on-year rise in fourth-quarter revenue on Friday, beating market expectations as booming demand for artificial intelligence applications lifted sales.

Revenue for the October–December period reached T$1.046 trillion ($33.11 billion), based on Reuters calculations from the company’s monthly disclosures, up from T$868.46 billion a year earlier. The result topped an LSEG SmartEstimate of T$1.036 trillion and came within the company’s previous guidance range of $32.2 billion to $33.4 billion issued in October.

TSMC has been one of the biggest beneficiaries of the global AI boom, supplying advanced chips to customers such as Nvidia and Apple. Strong AI-related demand has more than offset softer orders for chips used in consumer electronics, where pandemic-driven demand has faded.

The company is scheduled to report full fourth-quarter earnings on January 15, when it is expected to provide updated guidance for the current quarter and the full year. Investors will be watching closely for details on capital expenditure plans and revenue growth expectations.

TSMC’s Taipei-listed shares rose 44.2% in 2025, significantly outperforming the broader Taiwanese market, which gained 25.7%. The strong performance mirrors broader momentum in the semiconductor supply chain driven by AI. Earlier this week, Foxconn, the world’s largest contract electronics maker and a key Nvidia server supplier, also reported robust fourth-quarter sales.

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U.S. Grants TSMC Annual Licence to Import Chipmaking Tools into China

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The U.S. government has granted an annual licence to TSMC allowing it to import U.S.-made chip manufacturing equipment into its facilities in Nanjing, China, the company said on Thursday.

In a statement to Reuters, TSMC said the approval would “ensure uninterrupted fab operations and product deliveries.” The licence allows U.S. export-controlled equipment to be supplied to TSMC’s Nanjing operations without the need for individual vendor approvals.

South Korean chipmakers Samsung Electronics and SK Hynix have also received similar licences, according to industry sources. The move comes after earlier exemptions granted to Asian chipmakers under Washington’s export controls expired at the end of December.

Previously, companies such as TSMC, Samsung Electronics and SK Hynix had benefited from a special status known as “validated end-user,” which allowed them to continue shipping certain U.S. chip-related equipment to China despite broad restrictions aimed at limiting Beijing’s access to advanced semiconductor technologies. That status expired on December 31, forcing companies to apply for individual export licences for 2026.

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TSMC clarified that the licence applies specifically to its Nanjing plant, which manufactures 16-nanometre and other mature-node chips rather than the company’s most advanced semiconductors. The Taiwanese chipmaker also operates a fabrication plant in Shanghai, but has not disclosed whether similar arrangements apply there.

According to TSMC’s 2024 annual report, the Nanjing facility accounted for about 2.4% of the company’s total revenue, highlighting its relatively modest but still strategically important role in TSMC’s global manufacturing network.

The decision underscores Washington’s attempt to balance strict controls on cutting-edge semiconductor technology with limited flexibility for mature-node production that supports global supply chains, even as geopolitical and technological competition with China continues to intensify.