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 validation ~90% complete; mass production targeted for 2028↗ [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↗ 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↗ 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 (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)↗ 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

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
• TSMC Arizona — Subsidiary or facility of TSMC↗ About TSMC - Taiwan Semiconductor Manufacturing Company Limited
• TSMC Nanjing Company Limited — Subsidiary or facility of TSMC↗ About TSMC - Taiwan Semiconductor Manufacturing Company Limited

Recent developments

• TSMC reported Q2 2026 after-tax profit of 706.5 billion TWD and EPS of 27.25 TWD, with shares subsequently falling 7.2% to 2,290 TWD amid a broader Taiwan market sell-off triggered by a cautious Q3 revenue forecast.

  Read more ↗archyworldys.com19 Jul

• TSMC's additional $100 billion U.S. investment brings its total planned American investment to $265 billion, with the expansion adding four advanced chipmaking and packaging facilities.

  Read more ↗tipranks.com19 Jul

• TSMC raised its 2026 capital expenditure budget to $60–$64 billion, up from prior guidance of $52–$56 billion, and also lifted its full-year 2026 revenue growth outlook, signaling a significant acceleration in investment driven by AI-related demand scarcity.

  Read more ↗solomon-grey-capital.ghost.io17 Jul

• TSMC's 2nm process node began generating revenue in Q2 2026, contributing approximately 3% of wafer revenue, but management warned the ramp is expected to subtract roughly 3–4 percentage points from gross margins near-term.

  Read more ↗techi.com17 Jul

• On its Q2 2026 earnings call, TSMC CEO C.C. Wei noted that the emergence of agentic AI is driving a resurgence in CPU demand inside AI data centers, incremental to existing GPU/accelerator demand, signaling a new growth vector for TSMC's advanced node business.

  Read more ↗fourweekmba.com18 Jul

• TSMC chairman C.C. Wei announced an additional US$100 billion investment in the US, prompting Taiwan's Executive Yuan to reaffirm it would work to ensure TSMC's most advanced technology remains in Taiwan.

  Read more ↗taipeitimes.com17 Jul

• At its Q2 2026 earnings conference, TSMC CEO C.C. Wei confirmed A14 process validation is nearing 90% of its target, with mass production scheduled for 2028; A13 and A12 are both expected to reach mass production in 2029.

  Read more ↗trendforce.com16 Jul

• TSMC raised its total US investment commitment to $265 billion across 12 facilities in Arizona, adding $100 billion to its prior pledge — marking the largest direct foreign investment in American history — after posting its fifth consecutive record quarter.

  Read more ↗techtimes.com17 Jul

• Conflicting information: we hold "Notable partners/subsidiaries: TSMC Arizona, JASM, TSMC Nanjing, TSMC China" (4 sources) but a new report says "US investment commitment: $265 billion across 12 facilities in Arizona".

  Read more ↗techtimes.com17 Jul

• TSMC pledged an additional $100 billion in U.S. chipmaking investment, bringing its total U.S. investment commitments to approximately $265 billion, focused on expanding manufacturing capacity in Arizona.

  Read more ↗apnews.com16 Jul

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