Taiwan Semiconductor Manufacturing Company Limited beats Q4, hikes guidance/dividend; 3nm-7nm & AI drive growth. Click for this updated look at TSM earnings.

TSMC, the world's largest manufacturer of advanced artificial intelligence chips, is expected to post a 27% jump in fourth-quarter net profit to a record due to the seemingly insatiable demand for AI infrastructure.

TSMC just committed $56 billion to AI chip manufacturing capacity. That’s not money disappearing into factories. It’s money flooding into the equipment makers who build those factories. Three suppliers stand to capture the lion’s share of this windfall,

TSMC reported record Q4 profit and raised 2026 capex guidance to $52–$56 billion as CEO C.C. Wei confirmed progress on Arizona fab expansion under its $165B U.S. plan.

TSMC , the world's main producer of advanced AI chips, on Thursday posted a forecast-smashing 35% jump in fourth-quarter profit to a record high, predicted robust annual growth and flagged more U.S. manufacturing capacity was in the works.

TSMC is expected to have benefited from increased utilization of its 3-nanometre capacity in Q4, while sustained chip demand from the AI industry, which has been a major earnings driver in the past two years, is also expected to have boosted its top and bottom line.

If the GenAI expansion runs out of gas, Taiwan Semiconductor Manufacturing Co, the world’s most important foundry for advanced chippery, will be the first

TSMC posted a blow-out Q4 earnings report and sent a clear signal to the markets: AI demand is strong and growing.