TSM — Taiwan Semiconductor (TSMC)
Taiwan Semiconductor (TSMC): what they do, key numbers, and conditions we are monitoring.
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TSM — Taiwan Semiconductor (TSMC)
Semiconductor Fabrication • Active
What They Do
TSMC is the contract manufacturer for virtually every leading-edge AI chip in existence, fabricating processors for Nvidia, AMD, Broadcom, Marvell, Apple, and others. The company operates the sole-source manufacturing capability for advanced process nodes (3nm, 2nm) where AI accelerators are built.
Key Numbers
| Q1 2026 Revenue | $35.9B |
| Profit Growth (YoY) | +58% |
| Market Cap | ~$900B |
| Advanced Node Utilization | Full (3nm, 5nm) |
| Capacity Outlook | Booked through 2028 |
| Arizona Fab | Under construction (CHIPS Act funded) |
| Next Earnings | Jul 2026 (est.) |
What We’re Watching
- Whether advanced node capacity remains fully booked or customers begin deferring orders as efficiency gains reduce chip requirements
- Arizona fab construction timeline and ramp to volume production as geopolitical hedge
- Capacity allocation decisions among competing AI chip customers — who gets priority when demand exceeds supply
Sources: TSMC quarterly earnings release (April 2026) | TSMC investor relations | Yahoo Finance (TSM)
Last Updated: April 16, 2026
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