TSMC profit expected to jump as AI chip demand grows
TSMC profit expected to jump as AI chip demand grows
https://news.az/news/tsmc-profit-expected-to-jump-as-ai-chip-demand-grows
Publish Date: 2026-01-12 01:09:00
Source Domain: news.az
- TSMC, the leading global contract chipmaker and major supplier to tech giants like Nvidia and Apple, forecasted to report a net profit of T$475.2 billion ($15.02 billion) for Q4 2023, based on an LSEG SmartEstimate.
- This estimate marks an eighth consecutive quarter of profit growth, potentially setting a new quarterly net income record.
- Fourth-quarter revenue was boosted by the full utilisation of TSMC’s 3-nanometre production capacity, driven by demand from the iPhone 17 series and strong AI server accelerator demand.
- IDC’s senior research manager expects TSMC’s revenue to increase by 25%–30% in 2026, primarily driven by booming demand for AI server accelerators.
- TSMC’s $165 billion investment in building chip factories in the U.S. signifies a major expansion move alongside potential future investments in the country.
- Although the impact of U.S. tariffs remains unclear, TSMC’s Taipei shares soared 44.2% last year, outperforming the broader market.
