TSMC

TSM

Market cap $1.8T

TSMC's Q4 2025 earnings beat continues to highlight durability to the increasingly lofty AI capex cycle, which it stands to be a key beneficiary of. Beyond the headline outperformance, TSMC's better-than-expected quarter also highlights execution consistency amid intensifying geopolitical and tariff pressures without compromising earnings accretion. The 287 bps q/q gross margin expansion is a critical bright spot, as it underscores improving scale from robust AI demand and superior unit economic contributions from the N2 ramp.

TSMC on Thursday reported a 35% increase in fourth-quarter profit, beating estimates and hitting a fresh record as demand for artificial intelligence chips remained strong. The chipmaker crossed $100B in annual revenue and is sold out through 2026, with customers like Nvidia, AMD and Apple locking in capacity years ahead, lifting the entire chip supply chain.

Semiconductor stocks rallied Thursday morning, after stronger-than-expected results from an industry giant pointed to growing demand for AI hardware.

Shares of Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM) are surging to record highs, leading the rest of the chip sector higher after a blockbuster earnings report.

Markets need to maintain the TSMC (TSM) rally to keep AI enthusiasm hot. Kevin Green says a push to all-time highs in broader markets will cement Thursday's AI rally.

CNBC's Kristina Partsinevelos joins ‘Squawk on the Street' with the latest on chip stocks.

Morning Brief anchor Julie Hyman breaks down the latest market news for January 15, 2025. Barclays Head of US Equity Strategy Venu Krishna discusses strategies for trading in a 'tough and treacherous market.

Taiwan Semiconductor Manufacturing Company beat on sales and beat on earnings last night. Earnings are growing much faster than analysts had anticipated.

TSMC's revenue growth in the fourth quarter of 2025 exceeded market expectations. The foundry giant seems poised for faster growth in 2026.

TSMC surpassed $100 billion in annual revenue for the first time in 2025 and expects capital spending to surge to as much as $56 billion in 2026. The stronger-than-anticipated projection signals its confidence in the longevity of the global AI boom.