As a key supplier to tech giants like Nvidia Corp. (NASDAQ:NVDA) for its graphics processing units (GPUs) and Apple Inc. (NASDAQ:AAPL) for its smartphones, the company’s strong results reflect its role in the industry ecosystem.
The company also provided an optimistic revenue forecast for the first quarter of 2026.
Taiwan Semiconductor reported quarterly net sales of $33.73 billion (1.05 trillion New Taiwanese dollars), up 20.5% year-over-year (Y/Y), topping the analyst consensus estimate of $33.27 billion. Net sales grew 5.7% quarter-over-quarter (Q/Q).
Net income and earnings per share were $16.31 billion (505.74 billion New Taiwanese dollars) and $3.14, up by 35.0% Y/Y, topping the analyst consensus estimate of $2.79.
In U.S. dollar terms, revenue growth was 25.5% Y/Y and up by 1.9% Q/Q. The top-line performance topped the company’s guidance of $32.2 billion to $33.4 billion.
Technology and Platform Revenue Breakdown
The company stated that 3-nm technologies accounted for 28% of the total revenue, 5-nm technologies accounted for 35%, and 7-nm technologies accounted for 14%. Advanced technologies (7nm and below) accounted for 77% of total wafer revenue.
By platform, High-Performance Computing (HPC) and Smartphones represented 55% and 32% of net revenue, respectively, while IoT, Automotive, DCE, and Others each represented 5%, 5%, 1%, and 2%, respectively.
From a geographic perspective, revenue from customers based in North America accounted for 74% of total ...
