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TSMC Record Profits: The AI Semiconductor Surge
TSMC Q4 profit jumps 35% to a record, beating expectations as AI chip demand stays red hot
What happened
* Taiwan Semiconductor ($TSM) reported Q4 2025 net profit up 35% year over year to a record T$505.7 billion, beating consensus estimates (Reuters).
* The key driver: surging demand for chips used in AI, reinforcing TSMC’s role as the critical foundry behind leading AI and premium devices (customers include Nvidia and Apple).
Why it matters for markets
* When the world’s most important advanced-node foundry posts record profit and points to AI-led strength, it tends to lift sentiment across…
The skinny
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