TSM
TSMC·NYSE
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TSM fundamentals
TSMC (TSM) released its earnings on Jan 15, 2026: revenue was 33.11B (YoY +25.53%), beat estimates; EPS was 3.09 (YoY +40.83%), beat estimates.
Revenue / YoY
33.11B
+25.53%
EPS / YoY
3.09
+40.83%
Report date
Jan 15, 2026
TSM Earnings Call Summary for Q4,2025
- Record Growth: Q4 2025 revenue USD 34.6B (+35.9% YoY), guiding to 30%+ YoY growth in 2026. AI revenue CAGR 55-58% 2024-2029.
- Profitability Resilience: Gross margin 62.3% in Q4, targeting 56%+ through cycle. 2026 CapEx USD 52-56B to support 2nm ramp.
- Global Expansion: 4 fabs in Arizona, 2 in Japan, 1 in Germany. 30%+ 2nm capacity in U.S. by end of buildout.
- Technology Leadership: N2P and A16 in HVM 2H 2026. 2026 CapEx 70%+ for advanced nodes.
- AI Megatrend: 15-20% of revenue in 2025, targeting mid-50s CAGR. Customers' customers (cloud providers) directly requesting capacity.
EPS
Revenue
Revenue & Expenses
TSM has released its 2025 Q4 earnings report, with revenue of 33.35B, reflecting a YoY change of 25.91%, and net profit of 16.11B, showing a YoY change of 41.08%. The Sankey diagram below clearly presents TSM's revenue sources and cost distribution.
Key Indicators
TSMC (TSM) key financial stats and ratios, covering profitability, financial health, and leverage.
TSMC (TSM)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Breakdown
TSMC (TSM)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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TSMC (TSM)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does TSMC (TSM) generate its revenue? Explore its key revenue streams and top earning regions.
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Track TSMC (TSM) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
What does TSMC do and what are its main business segments?What guidance did TSMC's management provide for the next earnings period?What were the key takeaways from TSMC’s earnings call?What is the revenue and EPS growth rate for TSMC year over year?What factors drove the changes in TSMC's revenue and profit?What is the market's earnings forecast for TSMC next quarter?Did TSMC beat or miss consensus estimates last quarter?What is TSMC's gross profit margin?
