TSMC holds its earnings call today, with tightness at its 3nm node coming into focus as the foundry giant outlines new plans to expand N3 capacity. Its Chairman and CEO C.C. Wei says that, historically, TSMC does not add capacity once a node reaches its target level; however, in response to strong A...

Please note that this article cites information from Commercial Times and Economic Daily News. TSMC is accelerating its capacity expansion both at home and abroad, with construction timelines reportedly being compressed across the board. According to Commercial Times, sources say progress at the c...

While NVIDIA, taking over Apple, reportedly claimed the top spot as TSMC’s largest customer, accounting for 19% of 2025 revenue, all eyes are also on the earnings performance of the company’s overseas fabs. According to Mirror Media, citing TSMC’s 2025 annual report, the Arizona plant turned p...

Even as TSMC stunned the market by guiding 2026 capital spending at US$52 billion to US$56 billion — a roughly 30% year-over-year jump — the company made clear that this is not the peak. CFO Wendell Huang noted that over the past three years, TSMC has invested roughly US$101 billion in capex, an...

Just days ahead of its January 15 earnings call, TSMC stepped up its U.S. push with a US$197 million land purchase for a future gigafab — a move that signals the foundry giant is preparing for another major wave of investment. The New York Times and The Wall Street Journal report that Washington i...