1月15日周四，台积电 Q4业绩超预期，盘前涨超4%；同时， 阿斯麦 、 应用材料 、 拉姆研究 盘前涨超5%。
台积电第四季度营收为 10460.9亿新台币，同比增长 20.5%；净利润 5057.4亿新台币，同比大增 35%，显著高于市场预期的 4670亿新台币。季度毛利率为 62.3%，同样优于市场预期的 60.6%。
制程结构方面，3纳米制程出货占当季晶圆销售额的 28%，5纳米制程占 35%，7纳米制程占 14%。整体来看，先进制程（7纳米及以下）营收占比高达 77%，显示高端制程仍是业绩增长的核心动力。
台积电表示未来三年资本支出将更高，预计2026年资本支出520亿美元至560亿美元。
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