“We forecast the foundry 2.0 industry to grow 14% year over year in 2026 and expect our own revenue to increase close to 30% in U.S. dollar terms, with a long-term revenue CAGR approaching 25% over the 2024–2029 period.”
Said Jan 15, 2026Deadline Dec 31, 2026TSMC Q4 2025 earnings call, January 15, 2026 (Futurum Group analysis, January 16, 2026)
Full-year 2026 results are due in January 2027; TSMC raised its 2026 outlook and capex again at the July 2026 (Q2) call as AI demand stayed strong.