TSMC is trading at $347.43 (+6.21%) in pre-market after reporting record Q4 2025 revenue of NT$1.046 trillion ($33.73B), beating analyst estimates.
- Net income for the quarter reached NT$505.74B, representing a significant 35% year-over-year increase.
- The company guided for 30% revenue growth in 2026, boosting optimism for suppliers amid surging AI chip demand.
- Capital expenditure (capex) for 2026 is projected to be between $52-56B to meet this forecasted demand.