TSMC 4Q25 revenue up 1.9% q/q and 25.5% y/y to $33.7B. CY25 revenue up 35.9% y/y (mid-30s guidance). CY26 is shaping up to be a strong year with N2 revenue, continued AI traction and non-AI recovery. 7 of the 12 months in CY25 underperformed vs 5 yr average in TWD terms yet pulled of 35.9% USD growth in CY25.
Source: Sravan Kundojjala
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