AI Demand Expected to Drive TSMC’s Q4 Profit to Soar by 27%

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格隆汇2026/01/12 04:45

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By:格隆汇

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Glonghui January 12｜Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest advanced AI chip maker, is expected to see its fourth-quarter net profit rise by 27% to a record high, driven by seemingly insatiable demand for AI infrastructure. According to LSEG SmartEstimate data compiled from 19 analysts, TSMC—the world’s largest contract chip manufacturer and a key supplier to Nvidia and Apple—is expected to report a net profit of 475.2 billion TWD ($15.02 billion) for the three months ending December 31. TSMC is the most valuable listed company in Asia, with a market capitalization of approximately $1.38 trillion—more than double that of its South Korean competitor, Samsung Electronics. The company is scheduled to release its financial report on Thursday and will provide first-quarter and full-year earnings guidance during its earnings call at 6:00 AM GMT (UTC+8).

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