The Taiwanese company’s shares have surged approximately 359% over three years, driven by insatiable demand for artificial intelligence chips. In the fourth quarter, TSMC’s revenue grew about 20% year-over-year and profits approximately 35%, beating market expectations. In 2025, TSMC’s revenue growth reached about 36%, compared to just 8% for other foundries, highlighting the company’s decisive competitive advantage. TSMC manufactures the world’s most advanced chips for clients including Nvidia, Apple, Amazon and Google, while Samsung and Intel struggle to close the gap despite massive investments.
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