Taiwan Semiconductor Manufacturing Co (NYSE:TSM) said on Friday that revenue eased month on month in December, while still recording solid year-on-year growth and rounding out a strong fourth quarter and full year as demand driven by artificial intelligence remained robust.
The world’s largest foundry reported consolidated December revenue of NT$335.0 billion (about $10.6 billion), representing a 2.5% decline from November but a sharp 20.4% increase compared with the same month a year earlier.
For the full year ended December 2025, TSMC said revenue reached NT$3.81 trillion, up 31.6% from 2024. The company attributed the strong performance to sustained demand related to artificial intelligence, high-performance computing and leading-edge semiconductor technologies.
Based on Investing.com calculations, fourth-quarter revenue totalled approximately NT$1.046 trillion, compared with NT$868.42 billion in the corresponding period a year earlier, highlighting a strong finish to the year.
TSMC, a key manufacturing partner for companies such as Apple (NASDAQ:AAPL) and Nvidia (NASDAQ:NVDA), has benefited from a global surge in spending on AI infrastructure. This momentum has helped counter softer demand in certain consumer electronics markets.
The company is scheduled to release detailed guidance on revenue outlook and capital expenditure when it reports its fourth-quarter earnings on 15 January.