2026-01-09 05:34:43

TSMC December Sales Data Released, Outstanding Performance. Last year’s total revenue reached NT$3.81T, a 31.6% year-over-year increase—this growth already indicates the booming demand for wafer foundry services. Looking at December alone, revenue was NT$335.0B, a 20.4% increase compared to the same period last year.

This data reflects the continued strong global demand for chips. From GPU computing power needs to mining hardware, and the explosion of AI chips, TSMC, as the world’s largest wafer foundry,’s sales performance directly mirrors the overall semiconductor industry’s prosperity. This growth trend also serves as a good reference signal for investors who focus on hardware supply chains and market cycles.

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RamenDeFiSurvivor

· 5h ago

TSMC's numbers are indeed impressive, but it feels like they've all been driven up by AI hype.

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rekt_but_resilient

· 12h ago

TSMC's data really can't hold up anymore, with a 31.6% increase soaring directly. This is the dividend of the AI era.

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PermabullPete

· 01-10 04:34

31.6% growth, the AI chip boom is really here --- Once TSMC released this figure, it felt like the entire supply chain came alive --- NGI taking this as a reference signal, quite reliable --- GPU demand is so strong, it will continue to surge later --- $3.81T in revenue, just thinking about it shows how crazy the entire market is --- $335B in a single month, if this can be maintained, it’s a huge profit --- Mining hardware and AI chips are flooding in, TSMC is truly earning effortlessly --- From a supply chain perspective, this signal is extremely strong --- The growth momentum is so fierce, is it still a good time to enter now? --- This wave of AI is definitely not a false fire; just look at the data to understand

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gas_fee_trauma

· 01-09 06:04

Oh wow, a 31.6% increase. TSMC is really riding the AI boom. --- With GPU demand going so crazy, no wonder chip manufacturers are expanding production madly. This cycle feels like it's just getting started. --- Damn, $335B in December alone. The demand for mining hardware isn't as sluggish as I imagined. --- Wait, isn't this growth rate also reflecting the backlog from previous chip shortages? It's not just AI. --- TSMC's stock surge is so strong. Is Samsung and Intel about to be left behind again... --- I just want to know how long this growth can last. I'm afraid of missing out, but also afraid of chasing the high. --- The hardware supply chain is really at the forefront right now. The key is who can secure this industry chain. --- But on the other hand, a 31.6% increase sounds great, but could it lead to overcapacity?

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MEVEye

· 01-09 06:02

A 31.6% growth is good, but it depends on whether it can be sustained in the future. How long can the demand for AI chips benefit from this wave of growth?

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SerNgmi

· 01-09 06:00

TSMC's data indeed speaks volumes; a 31.6% increase indicates that the AI chip wave's benefits are far from over. The demand for AI chips is truly outrageous. If this continues, TSMC will need to operate at full capacity until the end of next year. December's 335 billion is really impressive; it seems the year's end orders have all come in. TSMC's rapid rise raises the question of whether capacity constraints will become a bottleneck later on. GPU computing power is the most well-fed segment; Nvidia must be very grateful to TSMC, haha. This 31.6% growth rate makes it feel like competitors are being completely beaten.

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NoodlesOrTokens

· 01-09 05:54

TSMC's data really can't hold up anymore, AI chip demand is exploding TSMC's growth is so rapid, it feels like the entire supply chain is coming to life A 31.6% increase—how many chips must be produced crazily No wonder graphics card prices are still soaring; TSMC can't keep up with demand Chip production capacity is now the most scarce resource; whoever controls it makes money How many orders are lining up behind this growth The AI era is here, and foundries are basically printing money

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SchroedingerGas

· 01-09 05:54

31.6% this increase, chip demand really can't be held back anymore TSMC's data indicates that AI chips still need to go crazy Wait, does this also mean that mining hardware is about to pick up? A month-over-month increase of over 20 percentage points in December, definitely a signal of supply chain benefits

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MysteryBoxOpener

· 01-09 05:39

TSMC's data is really crazy, a 31.6% year-over-year growth? The mining craze hasn't cooled down yet. AI chips are also exploding, no wonder TSMC is so aggressive. We need to pay close attention to supply chain developments. Oh my, this growth rate feels like the entire semiconductor industry is still in the early stages of takeoff. Wake up, everyone. Wait a minute, is there more data for December's 335B? 3.81 trillion in a year—did they really absorb all the graphics cards... The competition for computing power is truly heating up, and TSMC is the biggest winner.

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