Taiwan Semiconductor Manufacturing Watchlist

tz-plus logo TSMC: AI Giant Shatters Forecasts - Record Margins and 2nm Launch Ignite Next Growth Phase!

M. Blattmann
Reading Time: 3 minutes

The world's largest contract manufacturer, Taiwan Semiconductor Manufacturing Co. (TSMC), has released figures for the fourth quarter of 2025 that overshadow even the most optimistic forecasts on Wall Street. While the broader semiconductor market fluctuates in cyclical waves, TSMC is completely decoupling from the rest of the industry thanks to the insatiable demand for AI. The financial statements released today are not just a mere profit jump but a clear indication that the AI infrastructure cycle is far from reaching its peak. As the exclusive...

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