TSMC reports record high sales for 2025, up over 31%

Taipei, Jan. 9 (CNA) Taiwan Semiconductor Manufacturing Co. (TSMC) broke its record for annual sales in 2025, with consolidated sales up 31 percent over the previous record set in 2024.

In a statement, the world's largest contract chipmaker said it posted consolidated sales of NT$3.81 trillion in 2025, up 31.6 percent from NT$2.89 trillion in sales a year earlier.

Analysts attributed the growth to sustained strong global demand for AI applications, which boosted shipments of TSMC's advanced chips. TSMC also benefited from a recovery of non-AI end-user demand.

In December alone, TSMC said, it had consolidated sales of NT$335.0 billion, up 20.4 percent from a year earlier but down 2.5 percent from a month earlier. The month-on-month decline reflected slow season effects as the company previously forecast.

TSMC's consolidated sales in the fourth quarter of 2025 totaled NT$1.05 trillion, up 5.67 percent from a quarter earlier. It was the first time TSMC had quarterly revenue exceeding NT$1 trillion.

At an investor conference held in mid-October, TSMC forecast its sales would range between US$32.2 billion and US$33.4 billion in the fourth quarter, with the midpoint representing a 1 percent decline from the previous quarter.

TSMC used an exchange rate of NT$30.6 against the U.S. dollar to make the fourth quarter forecast, indicating that sales would range between NT$985.32 billion and NT$1.02 trillion in Taiwan dollar terms in the fourth quarter.

The real quarterly number in Taiwan dollar terms beat the forecast as the U.S. dollar traded above the NT$30.6 mark at the close during most of the three-month period and hit as high as NT$31.526 in mid-December.

TSMC will hold its next investor conference on Jan. 15 to detail its fourth quarter results and give guidance for the entire 2026.

Analysts said TSMC will continue to benefit from the uptrend in AI development to secure orders from its major AI chip design clients and it will likely not be hurt by traditional slow season effects in the first quarter.