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2026-07-16

[News] TSMC A14 Validation Nears 90% of Target; Customer Interest Builds Ahead of 2028 Mass Production

TSMC held its second-quarter earnings conference on July 16, where Chairman and CEO C.C. Wei shared updates on the company's advanced process roadmap. According to TechNews, A14 is scheduled to enter mass production in 2028, while A13 and A12 are both expected to reach mass production in 2029. Wei s...

2026-07-16

[News] TSMC Welcomes Intel’s EMIB for More Market Flexibility; CEO Jokes About Memory Makers’ Margin Boom

As market speculation grows that Intel and Samsung Electronics could benefit from TSMC’s capacity constraints by capturing spillover demand, TSMC Chairman C.C. Wei addressed the trend at today’s earnings call. He noted that the company’s packaging capacity is so tight that it is now limiting c...

2026-07-16

[News] TSMC Boosts Arizona Investment by US$100B, Plans 4 More Fabs for 2nm and Advanced Packaging

TSMC held its earnings call today, with its overseas expansion once again in the spotlight. Chairman and CEO C.C. Wei said the company will invest an additional US$100 billion in Arizona to support several fabs for 2nm and below processes, as well as advanced packaging. Asked how the funding will be...

2026-07-16

[News] TSMC Lifts 2026 Capex 15% to $60-64B, Hikes Sales Outlook to Over 40% Despite Q3 Margin Dip

After posting new high net profit in the second quarter, TSMC management projects 3Q26 revenue to land between $44.6 billion and $45.8 billion, representing a year-over-year increase of approximately 37% and a sequential gain of around 12%. In terms of profitability, based on an assumed exchange...

2026-07-16

[News] TSMC 2Q26 Net Income Soars 77% YoY to NT$706.6B Record; Gross Margin Beats Forecast at 67.7%

TSMC today announced consolidated revenue of NT$1,270.38 billion, net income of NT$706.56 billion, and diluted earnings per share of NT$27.25 (US$4.31 per ADR unit) for the second quarter ended June 30, 2026.   If TSMC’s quarterly net income exceeds NT$572.5 billion, it would mark t...

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