December 2025 Revenue: NT$343.6B, +24.5% YoY

Original: 2330 2025年12月月營收

Summary

TSMC reported December 2025 revenue of NT$343.6B, up 24.5% year-over-year but down 6.5% month-over-month. The strong YoY growth continues to reflect robust demand for advanced nodes tied to AI accelerators and HBM-adjacent logic, while the sequential dip is consistent with typical end-of-quarter shipment timing rather than a demand inflection.

Historical Impact

10 past Monthly Revenue · ≈ 8-K events at TSMC

Median +5d

+2.37%

Range

-2.03% to +6.12%

Positive outcomes

8/10

Filed	P₀	P₊₅	+5d
Jun 17, 2026	NT$2,385	NT$2,405	+0.84%
May 17, 2026	NT$2,240	NT$2,285

Full Translation

TSMC (2330) reported monthly revenue for December 2025 of NT$343.61 billion (NT$343,613,802 thousand). This represents a year-over-year increase of +24.47% versus December 2024, and a month-over-month decrease of -6.49% versus November 2025. The double-digit YoY expansion reflects sustained strength in advanced-process demand, particularly from AI and high-performance computing customers, while the sequential softness is in line with normal quarter-end shipment patterns. Year-to-date cumulative revenue and YTD YoY change were not disclosed in this data set.