TSMC

Fact sheet

• Founded 1987↗ TSMC Arizona - Taiwan Semiconductor Manufacturing ...↗ TSMC↗ Fundamentals - Taiwan Semiconductor Manufacturing Company Limited↗ About TSMC - Taiwan Semiconductor Manufacturing Company Limited
• HQ Hsinchu, Taiwan↗ TSMC Arizona - Taiwan Semiconductor Manufacturing ...↗ TSMC↗ Fundamentals - Taiwan Semiconductor Manufacturing Company Limited↗ About TSMC - Taiwan Semiconductor Manufacturing Company Limited
• Key products: Semiconductor wafers (integrated circuits)↗ TSMC Arizona - Taiwan Semiconductor Manufacturing ...↗ TSMC↗ Fundamentals - Taiwan Semiconductor Manufacturing Company Limited↗ About TSMC - Taiwan Semiconductor Manufacturing Company Limited
• Notable partners/subsidiaries: TSMC Arizona, JASM, TSMC Nanjing, TSMC China↗ TSMC Arizona - Taiwan Semiconductor Manufacturing ...↗ TSMC↗ Fundamentals - Taiwan Semiconductor Manufacturing Company Limited↗ About TSMC - Taiwan Semiconductor Manufacturing Company Limited
• Business model: Dedicated IC foundry↗ TSMC Arizona - Taiwan Semiconductor Manufacturing ...↗ TSMC↗ Fundamentals - Taiwan Semiconductor Manufacturing Company Limited↗ About TSMC - Taiwan Semiconductor Manufacturing Company Limited
• Notable partners/subsidiaries: TSMC Arizona (12 facilities planned), JASM, TSMC Nanjing, TSMC China↗ TSMC Lifts Arizona to $265 Billion After Record Quarter: Four Fabs Target AI Packaging Bottleneck · 2026-07-17
• A14 process node mass production potentially accelerated to 2028 (per speculation as of July 2026)↗ TSMC Moves Up 1.4nm Production to 2028, Intensifying Samsung Rivalry - Seoul Economic Daily · 2026-07-31↗ [News] TSMC A14 Validation Nears 90% of Target; Customer Interest Builds Ahead of 2028 Mass Production · 2026-07-16
• A13 and A12 process nodes both targeted for mass production in 2029↗ [News] TSMC A14 Validation Nears 90% of Target; Customer Interest Builds Ahead of 2028 Mass Production · 2026-07-16
• Posted fifth consecutive record quarter as of Q2 2026↗ Taiwan Stock Market Plunges as Semiconductor Forecasts Trigger Historic Drop - Archyworldys · 2026-07-19↗ TSMC's Q2 Call Flags Agentic AI as a Second CPU Demand Vector in Data Centers - FourWeekMBA · 2026-07-18↗ TSMC Lifts Arizona to $265 Billion After Record Quarter: Four Fabs Target AI Packaging Bottleneck · 2026-07-17
• CEO/Chairman: C.C. Wei↗ Taiwan to keep best TSMC tech despite US push - Taipei Times · 2026-07-17↗ [News] TSMC A14 Validation Nears 90% of Target; Customer Interest Builds Ahead of 2028 Mass Production · 2026-07-16
• Additional US$100 billion investment in the US announced by C.C. Wei (July 2026)↗ TSMC (TSM) Stock Slips as $100 Billion U.S. Expansion Adds Pressure to Profit Margins - TipRanks.com · 2026-07-19↗ Taiwan to keep best TSMC tech despite US push - Taipei Times · 2026-07-17
• Taiwan government (Executive Yuan) committed to ensuring TSMC's most advanced technology remains in Taiwan despite US investment expansion↗ Taiwan to keep best TSMC tech despite US push - Taipei Times · 2026-07-17
• 2nm process node entered revenue generation in Q2 2026, contributing ~3% of wafer revenue↗ [News] TSMC Scales 2nm Capacity as Samsung Wins Major AI Chip Deal with Broadcom · 2026-07-27↗ TSMC 2nm revenue starts a 3–4 point margin test | TECHi · 2026-07-17
• 2nm ramp expected to subtract ~3–4 percentage points from gross margin near-term↗ Trump's push for American-made AI chips hits TSMC's margins · 2026-07-22↗ TSMC 2nm revenue starts a 3–4 point margin test | TECHi · 2026-07-17
• Agentic AI identified as driving incremental CPU demand growth in data centers (per Q2 2026 earnings call)↗ TSMC's Q2 Call Flags Agentic AI as a Second CPU Demand Vector in Data Centers - FourWeekMBA · 2026-07-18
• Total planned US investment raised to $265 billion (as of July 2026)↗ TSMC will invest an additional $100 billion into Arizona operations - AZ Big Media · 2026-07-31↗ TSMC (TSM) Stock Slips as $100 Billion U.S. Expansion Adds Pressure to Profit Margins - TipRanks.com · 2026-07-19
• US expansion to add four advanced chipmaking and packaging facilities↗ TSMC (TSM) Stock Slips as $100 Billion U.S. Expansion Adds Pressure to Profit Margins - TipRanks.com · 2026-07-19
• 2026 capex budget raised to $60–$64 billion (from prior guidance of $52–$56 billion)↗ How Will Intel Really Be Able to Beat TSMC in The Next Year? - 24/7 Wall St. · 2026-08-07↗ The Capex Hike Is the Story: Why TSMC's $60 Billion Signal Is About Scarcity, Not Boom · 2026-07-17
• Full-year 2026 revenue growth outlook raised (per Q2 2026 earnings)↗ The Capex Hike Is the Story: Why TSMC's $60 Billion Signal Is About Scarcity, Not Boom · 2026-07-17
• Q2 2026 after-tax profit: 706.5 billion TWD; EPS: 27.25 TWD↗ Taiwan Stock Market Plunges as Semiconductor Forecasts Trigger Historic Drop - Archyworldys · 2026-07-19
• Chipmaking prices to be raised by up to 10% starting 2027↗ Tsmc is preparing to raise the price of its chips starting in 2027: Apple, Qualcomm, and the entire market could be affected · 2026-08-02↗ AI Chipflation Spreads To General-Purpose Semiconductors - Businesskorea · 2026-07-24↗ Exclusive: TSMC to raise chipmaking prices by up to 10% from 2027 - Nikkei Asia · 2026-07-21
• Former TSMC deputy manager Chen charged with attempted theft and leakage of core chipmaking technology to China (July 2026)↗ TSMC employee charged over tech leak to China | The Straits Times · 2026-07-21
• China's Ministry of Commerce moving to block domestic Chinese firms from outsourcing foundry contracts to TSMC (July 2026)↗ "China's Ministry of Commerce Moves to Block Domestic Firms from Outsourcing Foundry Contracts to TSMC" - The Asia Business Daily · 2026-07-23
• Named by Tesla as a key manufacturing partner for its Optimus humanoid robot supply chain scale-up↗ Tesla names TSMC, Samsung, Micron as key partners for Optimus robot scale-up · 2026-07-23
• Trump administration lowered tariffs on Taiwan following TSMC's $100 billion US investment announcement (July 2026)↗ Trump administration lowers tariffs against Taiwan after TSMC announces $100 billion investment · 2026-07-25
• JASM (Japan plant) experienced an earthquake disruption in July 2026; as of July 29, 2026 utilities are back to normal, equipment calibration is underway, and construction has resumed.↗ Japan quake seen having limited impact on TSMC Q3 revenue - Focus Taiwan · 2026-07-30↗ TSMC: JASM utilities back to normal, equipment calibration underway; construction resumes · 2026-07-29↗ TSMC says Japan plant gradually resuming operations after earthquake | WTVB | 1590 AM · 95.5 FM | The Voice of Branch County · 2026-07-28
• Developing EMIB-like advanced chip packaging technology, reportedly collaborating with Kinsus Interconnect Technology using ceramic materials↗ TSMC develops Intel EMIB-like packaging technology to retain customers - The Herald Business · 2026-08-03↗ TSMC ADRs Rise Over 7% as "EMIB-Like" Packaging Tech Rivals Intel; Taiwan Shares Hit Limit Up · 2026-07-31
• TSM ADRs hit an all-time high on July 31, 2026, following Taiwan regulatory and tech developments↗ Taiwan Semiconductor (TSM) Reaches All-Time High Following Regulatory Shift and Tech Advancements - BitRss - Crypto World News · 2026-07-31
• Taiwan regulatory authority raised maximum single-stock fund allocation from 10% to 25%; TSMC is the sole eligible company↗ Taiwan Semiconductor (TSM) Reaches All-Time High Following Regulatory Shift and Tech Advancements - BitRss - Crypto World News · 2026-07-31
• TSMC Arizona's $265 billion commitment is the largest single foreign direct investment in U.S. history↗ TSMC will invest an additional $100 billion into Arizona operations - AZ Big Media · 2026-07-31
• Accelerating CoWoS and advanced AI chip packaging capacity investment to meet surging demand and diversify supply chains↗ TSMC Revives Longtan for 1.4nm Fabs and CoWoS Hub as Both Sell Out Globally · 2026-08-09↗ TSMC Shares Rise Nearly 3% Pre-Market as It Expands Outsourced Packaging to Meet Nvidia AI Chip Demand Amid Capacity Constraints · 2026-08-04↗ TSMC accelerates advanced AI chip packaging to meet surging demand and diversify supply chains | Noah Intelligence · 2026-07-31
• 3nm monthly wafer starts projected to reach 180K by early Q4 2026, ~2–3 months ahead of expectations (as of August 2026)↗ [News] TSMC 3nm Monthly Wafer Starts to Hit 180K by Early 4Q26 on Strong Demand, 2–3 Months Ahead of Expectations · 2026-08-03
• Expanding outsourced (third-party) packaging capacity to supplement in-house CoWoS supply in response to Nvidia AI chip demand exceeding internal capacity↗ TSMC Expands CoW Packaging Outsourcing as Hanmi Semiconductor and Other Equipment Makers Set to Benefit First · 2026-08-05↗ TSMC Shares Rise Nearly 3% Pre-Market as It Expands Outsourced Packaging to Meet Nvidia AI Chip Demand Amid Capacity Constraints · 2026-08-04
• Large-scale outsourcing of CoW (Chip-on-Wafer) packaging to third-party vendors began as of August 4, 2026 (Asia-Pacific time); Hanmi Semiconductor among first beneficiaries↗ TSMC Expands CoW Packaging Outsourcing as Hanmi Semiconductor and Other Equipment Makers Set to Benefit First · 2026-08-05
• Affiliate GUC (Global Unichip Corp) posted record revenue with turnkey services exceeding 80% of business mix (as of Q2 2026 reporting)↗ AI Chip Design Era Ends: TSMC Affiliate GUC Posts Record Revenue as Turnkey Surpasses 80% · 2026-08-05
• Taiwan investigators probed 17 China-funded firms suspected of illegally poaching Taiwan semiconductor talent (August 2026)↗ Taiwan probes 17 China-funded firms over high-tech talent poaching · 2026-08-05
• Expanding advanced packaging hub in Chiayi, Taiwan for CoWoS and related technologies (as of August 2026)↗ TSMC Expands Chiayi Packaging Hub and Achieves 2D Semiconductor Breakthrough - Time News · 2026-08-06
• Achieved a breakthrough in 2D semiconductor materials research (as of August 2026)↗ TSMC & Researchers Make Big Breakthrough In Chip Transistor Technology As Part Of Push Towards Developing Sub-1-nanometer Technologies · 2026-08-07↗ TSMC Expands Chiayi Packaging Hub and Achieves 2D Semiconductor Breakthrough - Time News · 2026-08-06
• Breakthrough in chip transistor technology targeting sub-1nm process nodes (August 2026), extending beyond 2D materials research↗ TSMC & Researchers Make Big Breakthrough In Chip Transistor Technology As Part Of Push Towards Developing Sub-1-nanometer Technologies · 2026-08-07
• Planning a 3nm fab in Kumamoto, Japan, alongside an advanced packaging expansion at the Japan site (as of August 2026)↗ Analysis: TSMC expands Japan footprint with 3nm fab, advanced packaging push · 2026-08-07
• Holding ~$1 billion worth of completed iPhone 18 wafers due to a global DRAM memory shortage delaying Apple's device assembly (August 2026)↗ TSMC Holds $1 Billion Worth of iPhone 18 Wafers Due to DRAM Memory Shortage - eTeknix · 2026-08-07
• Q2 2026 revenue: ~$40 billion at 67.7% gross margin (per 247 Wall St. reporting, August 2026)↗ How Will Intel Really Be Able to Beat TSMC in The Next Year? - 24/7 Wall St. · 2026-08-07
• Reviving Longtan site in Taoyuan, Taiwan, with plans for three fabrication facilities targeting 1.4nm (A14) fabrication, with Taiwan government investing ~W4.3 trillion KRW into the project (as of August 2026)↗ Taiwan to pour W4.3tr into revived TSMC 1.4nm plant with three facilities - The Herald Business · 2026-08-10↗ TSMC Revives Longtan for 1.4nm Fabs and CoWoS Hub as Both Sell Out Globally · 2026-08-09
• July 2026 net revenue: NT$467.58 billion (~$14.5 billion USD), up 44.7% year-on-year↗ TSMC July 2026 Revenue Report · 2026-08-10
• Sony and TSMC plan a $6.3 billion joint venture to manufacture image sensors (per Nikkei, August 2026)↗ Sony, TSMC to spend $6.3 billion to jointly make image sensors, Nikkei says | MarketScreener Australia · 2026-08-10

Connections

• Apple — Apple depends on TSMC for manufacturing its mobile and Mac chips on leading-edge process nodes.↗ TSMC to build 3 more advanced packaging fabs in Chiayi Science Park - Focus Taiwan
• Arm — Arm CPU architectures are manufactured by TSMC, alongside x86 and RISC-V designs, as highlighted on TSMC's Q2 2026 earnings call.↗ [News] ARM CEO Says Agentic AI May Drive CPU Core Counts to 512 as GPU-CPU Ratios Become Less Relevant
• Broadcom Inc. — Broadcom depends on TSMC for fabrication of its networking and custom AI ASIC chips.↗ TSMC to build 3 more advanced packaging fabs in Chiayi Science Park - Focus Taiwan
• Physical Intelligence (π) — TSMC is developing EMIB-like advanced packaging technology that competes with Intel's EMIB packaging approach.↗ TSMC Moves Up 1.4nm Production to 2028, Intensifying Samsung Rivalry - Seoul Economic Daily
• Physical Intelligence (π) — Intel's Foundry division is TSMC's primary direct competitor in advanced semiconductor manufacturing, with Intel attempting to close the gap using its 18A process node.↗ How Will Intel Really Be Able to Beat TSMC in The Next Year? - 24/7 Wall St.
• Tesla — Tesla named TSMC as a key manufacturing partner for scaling up its Optimus humanoid robot program.↗ "China's Ministry of Commerce Moves to Block Domestic Firms from Outsourcing Foundry Contracts to TSMC" - The Asia Business Daily

Recent developments

• Taiwan plans to invest approximately W4.3 trillion (KRW) into TSMC's revived 1.4nm Longtan (Taoyuan) plant, which will include three fabrication facilities.

  Read more ↗biz.heraldcorp.com10 Aug

• TSMC reported July 2026 net revenue of approximately NT$467.58 billion (~$14.5 billion USD), representing a 44.7% year-on-year surge driven by strong AI chip demand.

  Read more ↗cnbc.com10 Aug

• Sony and TSMC plan to jointly invest $6.3 billion to manufacture image sensors together, according to Nikkei reporting.

  Read more ↗au.marketscreener.com10 Aug

• TSMC is reviving the previously rejected Longtan site in Taoyuan, Taiwan, with supply chain sources citing plans for five facilities focused on 1.4nm (A14) fabrication and CoWoS advanced packaging, as global demand for both has sold out.

  Read more ↗techtimes.com9 Aug

• Linked to Physical Intelligence (π): Intel's Foundry division is TSMC's primary direct competitor in advanced semiconductor manufacturing, with Intel attempting to close the gap using its 18A process node.

  Read more ↗247wallst.com7 Aug

• TSMC earned $40 billion in revenue with 67.7% gross margins in its most recent quarter, self-funding a $54 billion capex program from its own cash flow, while Intel's Foundry unit posted a $2.1 billion operating loss on $16 billion in total revenue.

  Read more ↗247wallst.com7 Aug

• TSMC is reportedly holding approximately $1 billion worth of completed iPhone 18 wafers due to a DRAM memory shortage, preventing Apple from completing final device assembly.

  Read more ↗eteknix.com7 Aug

• TSMC is expanding its Japan footprint with plans for a 3nm fab and an advanced packaging push at its Kumamoto facilities, deepening Japan's role in TSMC's global manufacturing network.

  Read more ↗digitimes.com7 Aug

• TSMC and research collaborators have achieved a breakthrough in chip transistor technology as part of a push toward developing sub-1-nanometer process nodes, advancing the frontier of semiconductor scaling.

  Read more ↗wccftech.com7 Aug

• TSMC has achieved a breakthrough in 2D semiconductor materials, potentially enabling future process nodes beyond current silicon-based limitations.

  Read more ↗time.news6 Aug

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