
TSMC reported consolidated revenue of NT$1,046.09 billion (US$33.73 billion) in 4Q25, an increase of 20.5% year-over-year. Diluted EPS was NT$19.50, up 35.0% year-over-year, and gross margin reached 62.3%.
Bullish
TSMC achieved strong 4Q25 revenue and EPS growth of 20.5% and 35.0% year-over-year, respectively, with improved gross margins. Advanced technologies contributed 77% of total wafer revenue.
Bearish
TSMC faces semiconductor industry cyclicality risks and a sequential decline in wafer shipments. Automotive and Digital Consumer Electronics platform revenues also decreased for TSMC.