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TSMC today announced consolidated revenue of NT$1,046.09 billion, net income of NT$505.74 billion, and diluted earnings per share of NT$19.50 (US$3.14 per ADR unit) for the fourth quarter ended December 31, 2025.
As reported by Reuters, TSMC already surprised the market with a 20.45% jump in fourth-quarter revenue a couple of days ago. Should its net profit exceed NT$452.3 billion, it would mark the company’s highest-ever quarterly earnings and an eighth straight quarter of profit growth.
Year-over-year, fourth quarter revenue increased 20.5% while net income and diluted EPS both increased 35.0%. Compared to third quarter 2025, fourth quarter results represented a 5.7% increase in revenue and an 11.8% increase in net income. All figures were prepared in accordance with TIFRS on a consolidated basis.
In US dollars, fourth quarter revenue was $33.73 billion, which increased 25.5% year-over-year and increased 1.9% from the previous quarter.
Gross margin for the quarter was 62.3%, operating margin was 54.0%, and net profit margin was 48.3%.
In the fourth quarter, shipments of 3-nanometer accounted for 28% of total wafer revenue; 5-nanometer accounted for 35%; 7-nanometer accounted for 14%. Advanced technologies, defined as 7-nanometer and more advanced technologies, accounted for 77% of total wafer revenue.

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(Photo credit: TSMC)