Taiwan Semiconductor Posts Q4 Revenue, Profit Gains; Boosts AI Accelerator Growth to 50%+ CAGR

TSMTSM

Taiwan Semiconductor posted significant Q4 2025 increases in revenue, net income and EPS. CEO C.C. Wei raised the company’s AI accelerator revenue growth forecast to over 50% CAGR through 2029.

1. Q4 2025 Financial Results

Taiwan Semiconductor reported substantial year-over-year increases in Q4 2025 revenue, net income and earnings per share, driven by robust demand across AI, high-performance computing and automotive chip segments.

2. AI Accelerator Growth Outlook

CEO C.C. Wei raised the AI accelerator revenue projection to exceed a 50% compounded annual growth rate through 2029, underlining confidence in surging AI workloads and sustained foundry order momentum.

Sources

FF