TSMC, the leading AI chip producer, reported a 35% increase in Q4 profit, predicting 30% revenue growth in 2026. The company, with major clients like Nvidia and Apple, has a $1.4 trillion market cap, outperforming Samsung Electronics. TSMC plans to expand capacity in Taiwan and Arizona.

TSMC is accelerating capacity expansion in Taiwan and Arizona, planning to build a fourth factory and an advanced packaging plant. The company has purchased additional land in Arizona to improve productivity and better serve U.S. customers. Plans for further investment in the U.S. are underway.

TSMC’s net profit for Q4 2025 hit T$505.7 billion, surpassing expectations. First-quarter revenue is expected to surge 40% year-on-year to $35.8 billion. The company’s capital spending may increase by 37% this year to meet AI demand. TSMC’s strong performance bodes well for tech giants like Nvidia and AMD.

TSMC’s Taipei-listed shares rose 44% in 2025, exceeding the market’s growth. The company’s shares are up 9% this year. Despite concerns about an AI bubble, TSMC remains cautiously optimistic about its investment strategy. The U.S. is also pushing for more TSMC facilities in Arizona.

Read more at Yahoo Finance: TSMC smashes forecasts with record profit, flags more US factories