TSMC(US:TSM) Xin Lang Cai Jing·2026-01-15 05:57Core Viewpoint - TSMC achieved strong performance growth in Q4 2025, with a net profit after tax increasing by 35% to NT$505.74 billion, driven by sustained demand for advanced process technologies [1] Financial Performance - TSMC's consolidated revenue for Q4 reached NT$1.05 trillion, a year-on-year increase of 20.5%, with earnings per share rising to NT$19.50 [1][3] - In USD terms, the quarterly revenue was $33.73 billion, reflecting a 25.5% year-on-year growth and a 1.9% quarter-on-quarter increase [1] - The company's gross margin climbed to 62.3%, and operating margin reached 54.0%, both at historical high levels [1] Capital Expenditure - TSMC's total capital expenditure for 2025 amounted to $40.9 billion [1] Advanced Process Technology - Advanced process technologies (including 7nm and more advanced nodes) have become the main revenue pillar for TSMC, accounting for 77% of total wafer sales for the quarter [4] - The share of the cutting-edge 3nm process shipments increased to 28%, indicating key customers are accelerating the transition to the latest technology nodes [4] - The 5nm process remains the largest single contributor, accounting for 35% of total sales, while the 7nm process holds a 14% share [4]