
And now onto technology news. The world’s leading chipmaker TSMC held its highly anticipated earnings call, in an event hosted personally by company chair C. C. Wei. Some of the biggest highlights were the figures for the fourth quarter of 2025. Revenue for Q4 surpassed the NT$1 trillion mark for the first time ever, making for the strongest quarter in the history of the company. Worked out at an hourly rate, that equates to a revenue of a whopping NT$229 million per hour over three months. Wei was asked to comment on a recent report published by the New York Times regarding the company’s plans to invest in five new wafer fabs. This is what the company chairman had to say on the matter.
C.C. Wei
TSMC CEO
I have to make sure that my customers’ demand are real. So I also double-checked their financial status. They are very rich. That sounds much better than TSMC. We are confident we can continue to outperform the industry growth. We expect 2026 to be another strong growth year for TSMC, and forecast our four-year revenue to increase by close to 30% in US dollar terms.
Wendell Huang
TSMC CFO
We continued to outperform the foundry industry in 2025.Our revenue increased 35.9% in US dollar terms. In 2026 we expect our capital budget to be between US$52 billion and US$56 billion.
For the whole year of 2025, earnings per share surged to NT$66.25. Meanwhile, gross margin was in excess of 60% for the first time ever. As artificial intelligence creates opportunities worldwide, TSMC continues to thrive, giving proof to its nickname as the sacred mountain that’s protecting Taiwan. And the whole world is watching its rise. Halfway through the earnings call, TSMC’s US-listed American depositary receipt futures jumped nearly 2% in after-hours trading. The company’s stocks continue to rally, as investors get high expectations about Taiwan shares.
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#TSMC #tech #stocks #chips #semiconductors
全球晶圓代工龍頭、台積電,備受矚目的法說會登場,董事長魏哲家親自主持,最大亮點是2025年第四季,是由史以來,第一次跨越1兆新台幣營收,是最強的一季,換算每小時進帳2.29億台幣,魏哲家還被問紐約時報報導,究竟有沒有要投資五座晶圓廠,來聽聽他怎麼說。
[[台積電董事長 魏哲家]]
“我想要確認我客戶需求是真的,所以我也再次確認他們的財務狀況,他們好富有(呵呵呵) ,聽起來甚至比台積電還要有錢。我們有信心能持續,優於產業整體成長表現,我們預期2026年,將再度成為台積電強勁成長的一年,預估未來四年的營收,以美元計價的話成長幅度接近30%”
[[台積電財務長 黃仁昭]]
“我們在2025年持續優於整體晶圓代工產業表現,我們的營收以美元計價,年增35.9%,展望2026年,我們預期資本支出預算,將介於520億至560億美元之間”
2025年每股大賺66.25元,毛利率更首度破6成。拜AI所賜,護國神山有夠旺,全球都在看,法說會開到一半,美股台積電ADR期貨夜盤跳空拉高近2%,權值股王衝衝衝,投資人對台股期待滿滿。
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