2nm process will go large this year, and bring inevitable price rises

Taiwanese chipmaking giant TSMC has posted huge growth, says more is on the way as the AI boom is not abating, but also pointed to the inevitability of price rises for its output.

The company yesterday announced Q4 2025 revenue of $33.7 billion, up 25.5 percent from last year’s Q4. Full year revenue landed at $122.5 billion, up 36 percent compared to the previous year. Execs forecast $34 to $35.8 billion revenue for Q1 2026, and 30 percent revenue growth across FY 2026. Annual net income topped $55 billion.

“Looking ahead, we observe increasing AI model adoption across consumer, enterprise and sovereign AI segments,” Chairman and CEO C.C. Wei told investors. “This is driving need for more and more computation, which supports the robust demand for leading-edge silicon. Our customers continue to provide us with a positive outlook,” he added.

Wei said TSMC’s ...