TSMC(US:TSM) 国芯网·2026-02-11 11:44Core Viewpoint - TSMC has announced a record employee bonus plan for 2025, reflecting strong financial performance driven by robust demand in the AI hardware sector [2][4][5] Financial Performance - TSMC's total employee bonuses and compensation for 2025 amount to approximately NT$206.15 billion, with half of this to be distributed in July [4] - The average bonus per employee is estimated at NT$2.64 million, an increase of NT$634,400 or 31.58% from the previous year [4] - TSMC's total revenue for 2025 reached NT$3.81 trillion, a year-on-year growth of 31.6%, while net profit was NT$1.72 trillion, up 46.4% [4] - In Q4 2025, TSMC reported a net profit of NT$505.7 billion, a 35% increase year-on-year, with consolidated revenue of NT$1.46 trillion, growing 20.5% [4] Market Position and Outlook - TSMC's profitability exceeded market expectations, indicating a strong penetration of advanced process nodes in high-margin products [5] - The company's move to establish manufacturing facilities in the U.S. has drawn attention, with discussions around transferring 40% of Taiwan's semiconductor capacity to the U.S. [5]