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According to data released by TSMC, the company's revenue for the fourth quarter of the previous year (2025) witnessed a roughly 20% quarter - on - quarter increase, soaring to NT$1.05 trillion (approximately US$33.1 billion). This figure comfortably surpassed the anticipated NT$1.02 trillion. In the context of widespread concerns regarding industry bubbles, this remarkable performance has significantly bolstered confidence in the continuous and robust global investment in the artificial intelligence sector throughout 2026. TSMC is set to unveil its comprehensive quarterly financial report as well as its capital expenditure forecast for 2026 next week. Prior to this announcement, several brokerage firms have already adjusted their target stock prices upward, taking into account TSMC's impressive revenue growth.
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