TSMC Q4 FY25: where the revenue came from and where it went
The whole income statement of TSMC for this quarter, as one diagram: what earned the revenue, and what it went on.
- Period
- Oct 1 – Dec 31, 2025
- Reported
- Feb 26, 2026
RevenueNT$1,046.1B
+20% year over year
Gross profitNT$652.0B
62% margin
Operating profitNT$564.9B
54% margin
Net profitNT$505.7B
48% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 1,046.1 | 100% | +20% |
| HPC | 580.0 | 55% | +26% |
| Smartphone | 330.5 | 32% | +10% |
| IoT | 54.8 | 5% | +29% |
| Automotive | 50.0 | 5% | +32% |
| DCE | 9.4 | 1% | −12% |
| Others | 21.4 | 2% | +34% |
| Cost of revenue | −394.1 | 38% | |
| Gross profit | 652.0 | 62% margin | +3pp |
| R&D | −64.9 | 6% | +0pp |
| SG&A | −22.2 | 2% | −1pp |
| Operating profit | 564.9 | 54% margin | +5pp |
| Non-operating income | 27.8 | ||
| Tax | −86.9 | ||
| Net profit | 505.7 | 48% margin | +5pp |
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