
TSMC held its annual shareholders’ meeting on Thursday. The company presented impressive figures, with consolidated revenue hitting NT$3.8 trillion in 2025, an increase of more than 31% year on year. Net profit after tax stood at NT$1.7 trillion, while earnings per share increased to NT$66.25, both record highs. But the question on many shareholders’ minds was whether cash dividends would increase this year. The company’s CEO C.C. Wei gave the answer: Dividends have increased by more than 30% as TSMC’s stock price had more than doubled since last year. Let’s hear from him.
C.C. Wei
TSMC CEO
At last year’s shareholders’ meeting on June 3, TSMC shares were trading at NT$950. As of yesterday, they had reached NT$2,425 per share. That’s a rise of 150% in 365 days. TSMC of course will share these outstanding figures with our shareholders. Employee profit-sharing bonuses increased by 30% from 2023 to 2024, and grew by another 30% from 2024 to 2025. We’re confident that from 2025 to 2026 the increase will be in excess of 30%. Our goal is to operate sustainably in the long term, which means we will fulfill our responsibilities in caring for our employees, shareholders and society. This growth rate of 30% has no ceiling, I think.
As the global AI boom continues, TSMC is facing unprecedented demand to expand production. Speaking after the shareholders meeting, Wei recalled an exchange with Nvidia CEO Jensen Huang about the explosive growth of AI demand. Wei said he once complained to Huang, saying, "You’re so smart, why didn’t you tell me about the AI boom?" Huang replied, "I didn’t know either." The brief exchange goes to show just how rapidly the AI market has expanded, far exceeding everyone’s expectations.
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護國神山台積電召開一年一度的股東會,交出亮眼成績單!2025年合併營收3.8兆,年成長31.6%,稅後淨利衝上1.7兆元,EPS 66.25元,創下歷史紀錄。有股東關心,今年配發的現金股利會不會增加,董事長魏哲家說,光是股價一年就成長1.5倍,股利也增幅超過3成。
[[台積電董事長 魏哲家]]
“從去年的股東會,在6月3日當天的每股新台幣950元,來到昨天6月3日股價,是每股新台幣2425元,365天成長超過了1.5倍,台積公司將美好的成果,與股東共享。2023年到2024年,給員工分紅增加30%,2024年到2025年又增加30%,從2025年到2026年,我們有信心會超過30%,我們要一直永續經營下去,所以對員工,對股東,對社會都要盡到責任,所以我認為30%,每年的這樣的成長,沒有天花板”
AI浪潮席捲全球,也台積電面臨前所未有的產能挑戰。魏哲家股東會後談及AI需求爆發時,透露自己曾向輝達執行長黃仁勳開玩笑抱怨:「你那麼聰明,為什麼不早點跟我講?」沒想到對方竟回「我也不知道」,一段對話也凸顯AI市場發展速度遠遠超出產業預期。
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