<style>/*<link href='https://www.blogger.com/dyn-css/authorization.css?targetBlogID=9031588222437099607&zx=1f14f967-c297-4754-914f-fcb20f947fb6' media='none' onload='if(media!='all')media='all'' rel='stylesheet'/><noscript><link href='https://www.blogger.com/dyn-css/authorization.css?targetBlogID=9031588222437099607&zx=1f14f967-c297-4754-914f-fcb20f947fb6' rel='stylesheet'/></noscript>
<meta name='google-adsense-platform-account' content='ca-host-pub-1556223355139109'/>
<meta name='google-adsense-platform-domain' content='blogspot.com'/>

<script async src="https://pagead2.googlesyndication.com/pagead/js/adsbygoogle.js?client=ca-pub-3287392058065272&host=ca-host-pub-1556223355139109" crossorigin="anonymous"></script>

<!-- data-ad-client=ca-pub-3287392058065272 -->

</head><body>*/</style>

Permintaan AI Pacu Laba TSMC Q4 Naik 27% ke Level Rekor

TSMC diproyeksikan mencatat laba bersih Q4 melonjak 27% menjadi rekor T$475,2 miliar (US$15 miliar), didorong permintaan tak terbendung untuk infrastruktur AI. Pendapatan Q4 sudah naik 20,45% melebihi ekspektasi, berkat utilisasi penuh kapasitas 3nm untuk chip A19 iPhone 17 dan accelerator AI. Ini menandai delapan kuartal berturut-turut pertumbuhan laba.

Faktor Pendorong

Ledakan AI: Pasar server accelerator AI diprediksi tumbuh 78% YoY di 2026, dorong pendapatan TSMC naik 25-30%.

Klien Utama: Nvidia dan Apple andalkan TSMC sebagai kontraktor chip terbesar dunia.

Teknologi Canggih: Kontribusi signifikan dari node 2nm mendatang.

Prospek 2026

Analis optimis dengan ekspansi pabrik AS senilai $165 miliar di Arizona, meski ada risiko tarif dan kompetisi. Namun, inflasi memori bisa tekan permintaan smartphone. Cocok untuk analisis investasi Anda di saham tech.

<style>/*
<script type="text/javascript" src="https://www.blogger.com/static/v1/widgets/2028843038-widgets.js"></script>
<script type='text/javascript'>
window['__wavt'] = 'AOuZoY4dw-GPzgxeWwlzyXpGBKEeGR3WJw:1769554414638';_WidgetManager._Init('//www.blogger.com/rearrange?blogID\x3d9031588222437099607','//www.romisaputra.com/2026/01/permintaan-ai-pacu-laba-tsmc-q4-naik-27-persen-ke-level-rekor.html','9031588222437099607');
_WidgetManager._SetDataContext([{'name': 'blog', 'data': {'blogId': '9031588222437099607', 'title': 'Romisaputra.com - Berita, Yandex dan Berbagai Tutorial', 'url': 'https://www.romisaputra.com/2026/01/permintaan-ai-pacu-laba-tsmc-q4-naik-27-persen-ke-level-rekor.html', 'canonicalUrl': 'https://www.romisaputra.com/2026/01/permintaan-ai-pacu-laba-tsmc-q4-naik-27-persen-ke-level-rekor.html', 'homepageUrl': 'https://www.romisaputra.com/', 'searchUrl': 'https://www.romisaputra.com/search', 'canonicalHomepageUrl': 'https://www.romisaputra.com/', 'blogspotFaviconUrl': 'https://www.romisaputra.com/favicon.ico', 'bloggerUrl': 'https://www.blogger.com', 'hasCustomDomain': true, 'httpsEnabled': true, 'enabledCommentProfileImages': true, 'gPlusViewType': 'FILTERED_POSTMOD', 'adultContent': false, 'analyticsAccountNumber': '', 'encoding': 'UTF-8', 'locale': 'id', 'localeUnderscoreDelimited': 'id', 'languageDirection': 'ltr', 'isPrivate': false, 'isMobile': false, 'isMobileRequest': false, 'mobileClass': '', 'isPrivateBlog': false, 'isDynamicViewsAvailable': true, 'feedLinks': '\x3clink rel\x3d\x22alternate\x22 type\x3d\x22application/atom+xml\x22 title\x3d\x22Romisaputra.com - Berita, Yandex dan Berbagai Tutorial - Atom\x22 href\x3d\x22https://www.romisaputra.com/feeds/posts/default\x22 /\x3e\n\x3clink rel\x3d\x22alternate\x22 type\x3d\x22application/rss+xml\x22 title\x3d\x22Romisaputra.com - Berita, Yandex dan Berbagai Tutorial - RSS\x22 href\x3d\x22https://www.romisaputra.com/feeds/posts/default?alt\x3drss\x22 /\x3e\n\x3clink rel\x3d\x22service.post\x22 type\x3d\x22application/atom+xml\x22 title\x3d\x22Romisaputra.com - Berita, Yandex dan Berbagai Tutorial - Atom\x22 href\x3d\x22https://www.blogger.com/feeds/9031588222437099607/posts/default\x22 /\x3e\n\n\x3clink rel\x3d\x22alternate\x22 type\x3d\x22application/atom+xml\x22 title\x3d\x22Romisaputra.com - Berita, Yandex dan Berbagai Tutorial - Atom\x22 href\x3d\x22https://www.romisaputra.com/feeds/1699075837902506014/comments/default\x22 /\x3e\n', 'meTag': '', 'adsenseClientId': 'ca-pub-3287392058065272', 'adsenseHostId': 'ca-host-pub-1556223355139109', 'adsenseHasAds': true, 'adsenseAutoAds': true, 'boqCommentIframeForm': true, 'loginRedirectParam': '', 'isGoogleEverywhereLinkTooltipEnabled': true, 'view': '', 'dynamicViewsCommentsSrc': '//www.blogblog.com/dynamicviews/4224c15c4e7c9321/js/comments.js', 'dynamicViewsScriptSrc': '//www.blogblog.com/dynamicviews/6e0d22adcfa5abea', 'plusOneApiSrc': 'https://apis.google.com/js/platform.js', 'disableGComments': true, 'interstitialAccepted': false, 'sharing': {'platforms': [{'name': 'Dapatkan link', 'key': 'link', 'shareMessage': 'Dapatkan link', 'target': ''}, {'name': 'Facebook', 'key': 'facebook', 'shareMessage': 'Bagikan ke Facebook', 'target': 'facebook'}, {'name': 'BlogThis!', 'key': 'blogThis', 'shareMessage': 'BlogThis!', 'target': 'blog'}, {'name': 'X', 'key': 'twitter', 'shareMessage': 'Bagikan ke X', 'target': 'twitter'}, {'name': 'Pinterest', 'key': 'pinterest', 'shareMessage': 'Bagikan ke Pinterest', 'target': 'pinterest'}, {'name': 'Email', 'key': 'email', 'shareMessage': 'Email', 'target': 'email'}], 'disableGooglePlus': true, 'googlePlusShareButtonWidth': 0, 'googlePlusBootstrap': '\x3cscript type\x3d\x22text/javascript\x22\x3ewindow.___gcfg \x3d {\x27lang\x27: \x27id\x27};\x3c/script\x3e'}, 'hasCustomJumpLinkMessage': true, 'jumpLinkMessage': 'Baca Selengkapnya \xbb', 'pageType': 'item', 'postId': '1699075837902506014', 'postImageThumbnailUrl': 'https://blogger.googleusercontent.com/img/a/AVvXsEga69Q2rH4bQhn1Dsr8FrHJ3cmIzIlNlaW0VZG2_jjea8MhHwwzy-wSd-cTJKsvIEt4D698nt5u0k6YmtML_nWUc3m0d3zRkbeZjCxwCrFvJik7-pYo59ie7ub8gDnxbI4bIMTv89V935V7dEPqCaElKMhe2rkpLu9RHvQ6Gu9rXZbTWVQvkSC4P8joimrv\x3ds72-w640-c-h416', 'postImageUrl': 'https://blogger.googleusercontent.com/img/a/AVvXsEga69Q2rH4bQhn1Dsr8FrHJ3cmIzIlNlaW0VZG2_jjea8MhHwwzy-wSd-cTJKsvIEt4D698nt5u0k6YmtML_nWUc3m0d3zRkbeZjCxwCrFvJik7-pYo59ie7ub8gDnxbI4bIMTv89V935V7dEPqCaElKMhe2rkpLu9RHvQ6Gu9rXZbTWVQvkSC4P8joimrv\x3dw640-h416', 'pageName': 'Permintaan AI Pacu Laba TSMC Q4 Naik 27% ke Level Rekor', 'pageTitle': 'Romisaputra.com - Berita, Yandex dan Berbagai Tutorial: Permintaan AI Pacu Laba TSMC Q4 Naik 27% ke Level Rekor', 'metaDescription': 'Permintaan AI Pacu Laba TSMC Q4 Naik 27% ke Level Rekor'}}, {'name': 'features', 'data': {}}, {'name': 'messages', 'data': {'edit': 'Edit', 'linkCopiedToClipboard': 'Tautan disalin ke papan klip!', 'ok': 'Oke', 'postLink': 'Tautan Pos'}}, {'name': 'template', 'data': {'name': 'custom', 'localizedName': 'Khusus', 'isResponsive': true, 'isAlternateRendering': false, 'isCustom': true}}, {'name': 'view', 'data': {'classic': {'name': 'classic', 'url': '?view\x3dclassic'}, 'flipcard': {'name': 'flipcard', 'url': '?view\x3dflipcard'}, 'magazine': {'name': 'magazine', 'url': '?view\x3dmagazine'}, 'mosaic': {'name': 'mosaic', 'url': '?view\x3dmosaic'}, 'sidebar': {'name': 'sidebar', 'url': '?view\x3dsidebar'}, 'snapshot': {'name': 'snapshot', 'url': '?view\x3dsnapshot'}, 'timeslide': {'name': 'timeslide', 'url': '?view\x3dtimeslide'}, 'isMobile': false, 'title': 'Permintaan AI Pacu Laba TSMC Q4 Naik 27% ke Level Rekor', 'description': 'Permintaan AI Pacu Laba TSMC Q4 Naik 27% ke Level Rekor', 'featuredImage': 'https://blogger.googleusercontent.com/img/a/AVvXsEga69Q2rH4bQhn1Dsr8FrHJ3cmIzIlNlaW0VZG2_jjea8MhHwwzy-wSd-cTJKsvIEt4D698nt5u0k6YmtML_nWUc3m0d3zRkbeZjCxwCrFvJik7-pYo59ie7ub8gDnxbI4bIMTv89V935V7dEPqCaElKMhe2rkpLu9RHvQ6Gu9rXZbTWVQvkSC4P8joimrv\x3dw640-h416', 'url': 'https://www.romisaputra.com/2026/01/permintaan-ai-pacu-laba-tsmc-q4-naik-27-persen-ke-level-rekor.html', 'type': 'item', 'isSingleItem': true, 'isMultipleItems': false, 'isError': false, 'isPage': false, 'isPost': true, 'isHomepage': false, 'isArchive': false, 'isLabelSearch': false, 'postId': 1699075837902506014}}, {'name': 'widgets', 'data': [{'title': 'Upload Image', 'type': 'Image', 'sectionId': 'upload-image', 'id': 'Image10'}, {'title': 'Logo', 'type': 'HTML', 'sectionId': 'header-main', 'id': 'HTML10'}, {'title': 'Icons, Dark, Search', 'type': 'LinkList', 'sectionId': 'header-main', 'id': 'LinkList10'}, {'title': 'Menu', 'type': 'LinkList', 'sectionId': 'header-main', 'id': 'LinkList11'}, {'title': '', 'type': 'Translate', 'sectionId': 'before-post', 'id': 'Translate1'}, {'title': 'Postingan Blog', 'type': 'Blog', 'sectionId': 'blog-post', 'id': 'Blog1', 'posts': [{'id': '1699075837902506014', 'title': 'Permintaan AI Pacu Laba TSMC Q4 Naik 27% ke Level Rekor', 'featuredImage': 'https://blogger.googleusercontent.com/img/a/AVvXsEga69Q2rH4bQhn1Dsr8FrHJ3cmIzIlNlaW0VZG2_jjea8MhHwwzy-wSd-cTJKsvIEt4D698nt5u0k6YmtML_nWUc3m0d3zRkbeZjCxwCrFvJik7-pYo59ie7ub8gDnxbI4bIMTv89V935V7dEPqCaElKMhe2rkpLu9RHvQ6Gu9rXZbTWVQvkSC4P8joimrv\x3dw640-h416', 'showInlineAds': false}], 'headerByline': {'regionName': 'header1', 'items': [{'name': 'share', 'label': ''}]}, 'footerBylines': [{'regionName': 'footer2', 'items': [{'name': 'labels', 'label': ''}]}], 'allBylineItems': [{'name': 'share', 'label': ''}, {'name': 'labels', 'label': ''}]}, {'title': 'Ikuti melalui Google News', 'type': 'HTML', 'sectionId': 'sidebar-static', 'id': 'HTML3'}, {'title': 'Artikel Terbaru dan berita hari ini', 'type': 'HTML', 'sectionId': 'sidebar-static', 'id': 'HTML2'}, {'title': 'Blogger Profesional di Indonesia', 'type': 'HTML', 'sectionId': 'sidebar-static', 'id': 'HTML1'}, {'title': '', 'type': 'HTML', 'sectionId': 'sidebar-static', 'id': 'HTML4'}, {'title': 'ALAMAT kantor', 'type': 'HTML', 'sectionId': 'footer-widget', 'id': 'HTML21'}, {'title': 'TENTANG', 'type': 'LinkList', 'sectionId': 'footer-widget', 'id': 'LinkList13'}, {'title': 'LAINNYA', 'type': 'LinkList', 'sectionId': 'footer-widget', 'id': 'LinkList1'}, {'title': 'IKUTI melalui media sosial', 'type': 'LinkList', 'sectionId': 'footer-widget', 'id': 'LinkList14'}, {'title': 'Copyright', 'type': 'HTML', 'sectionId': 'copyright', 'id': 'HTML23'}, {'title': 'SVG Icons', 'type': 'HTML', 'sectionId': 'jet-options', 'id': 'HTML24'}]}]);
_WidgetManager._RegisterWidget('_ImageView', new _WidgetInfo('Image10', 'upload-image', document.getElementById('Image10'), {'resize': false}, 'displayModeFull'));
_WidgetManager._RegisterWidget('_HTMLView', new _WidgetInfo('HTML10', 'header-main', document.getElementById('HTML10'), {}, 'displayModeFull'));
_WidgetManager._RegisterWidget('_LinkListView', new _WidgetInfo('LinkList10', 'header-main', document.getElementById('LinkList10'), {}, 'displayModeFull'));
_WidgetManager._RegisterWidget('_LinkListView', new _WidgetInfo('LinkList11', 'header-main', document.getElementById('LinkList11'), {}, 'displayModeFull'));
_WidgetManager._RegisterWidget('_TranslateView', new _WidgetInfo('Translate1', 'before-post', document.getElementById('Translate1'), {}, 'displayModeFull'));
_WidgetManager._RegisterWidget('_BlogView', new _WidgetInfo('Blog1', 'blog-post', document.getElementById('Blog1'), {'cmtInteractionsEnabled': false, 'lightboxEnabled': true, 'lightboxModuleUrl': 'https://www.blogger.com/static/v1/jsbin/4049919853-lbx.js', 'lightboxCssUrl': 'https://www.blogger.com/static/v1/v-css/828616780-lightbox_bundle.css'}, 'displayModeFull'));
_WidgetManager._RegisterWidget('_HTMLView', new _WidgetInfo('HTML3', 'sidebar-static', document.getElementById('HTML3'), {}, 'displayModeFull'));
_WidgetManager._RegisterWidget('_HTMLView', new _WidgetInfo('HTML2', 'sidebar-static', document.getElementById('HTML2'), {}, 'displayModeFull'));
_WidgetManager._RegisterWidget('_HTMLView', new _WidgetInfo('HTML1', 'sidebar-static', document.getElementById('HTML1'), {}, 'displayModeFull'));
_WidgetManager._RegisterWidget('_HTMLView', new _WidgetInfo('HTML4', 'sidebar-static', document.getElementById('HTML4'), {}, 'displayModeFull'));
_WidgetManager._RegisterWidget('_HTMLView', new _WidgetInfo('HTML21', 'footer-widget', document.getElementById('HTML21'), {}, 'displayModeFull'));
_WidgetManager._RegisterWidget('_LinkListView', new _WidgetInfo('LinkList13', 'footer-widget', document.getElementById('LinkList13'), {}, 'displayModeFull'));
_WidgetManager._RegisterWidget('_LinkListView', new _WidgetInfo('LinkList1', 'footer-widget', document.getElementById('LinkList1'), {}, 'displayModeFull'));
_WidgetManager._RegisterWidget('_LinkListView', new _WidgetInfo('LinkList14', 'footer-widget', document.getElementById('LinkList14'), {}, 'displayModeFull'));
_WidgetManager._RegisterWidget('_HTMLView', new _WidgetInfo('HTML23', 'copyright', document.getElementById('HTML23'), {}, 'displayModeFull'));
_WidgetManager._RegisterWidget('_HTMLView', new _WidgetInfo('HTML24', 'jet-options', document.getElementById('HTML24'), {}, 'displayModeFull'));
</script>
</body>*/</style>