TSMC’s revenue growth in Q4 2025 exceeded expectations, setting the stage for faster growth in 2026. The company’s ability to deliver a better outlook could boost stock prices. TSMC is a top investment choice in the semiconductor industry, with shares up 59% in the past year.
TSMC’s December revenue jumped 20.4% YoY, outperforming analysts’ expectations. The company’s 2025 revenue grew 31.6%, surpassing the market’s growth rate. TSMC’s market share in the Foundry 2.0 space increased by 6% in Q3 2025, showing strong growth potential.
TSMC’s dominant position in the semiconductor market is due to its advanced manufacturing nodes and capacity expansion. The company aims to double its 2nm production capacity by the end of 2026. TSMC is also ramping up production for Nvidia’s H200 data center chips to meet demand.
Analysts expect TSMC’s revenue growth to accelerate in 2026, surpassing Q4 2025 estimates. The company’s aggressive capacity expansion and strong market share position it well for growth. TSMC’s revenue growth estimate for 2026 is 23.3%, pointing to potential upside for investors.
TSMC’s growth potential makes it a solid investment choice in the semiconductor market. The company’s revenue growth is expected to accelerate in 2026, driven by capacity expansion and market share gains. Investors may see significant returns from TSMC in the coming year.
Read more at Yahoo Finance: TSMC Stock Will Soar After Jan. 15
