TSMC's Revenue: One-Third Comes from AI
TSMC dominates global chipmaking with 1/3 revenue from AI. Expanding US, Taiwan, Japan & Germany fabs to lead advanced nodes like 2nm & A16.
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Currently, it’s hard to imagine how Intel Foundry in the U.S. or China’s chipmaker SMIC could catch up with TSMC. Even in the coming years, TSMC’s U.S. operations are likely to dominate the high-end market for chip manufacturing in the U.S., which undoubtedly frustrates Intel and its new CEO, Lip-Bu Tan.
Global Capacity Layout
Nevertheless, the majority of TSMC’s wafer fab capacity will remain concentrated in Taiwan. However, chip design companies in the U.S. and Europe will undoubtedly feel reassured, as alternative capacity is available should any disruptions occur at TSMC’s operations in Taiwan’s Hsinchu and Kaohsiung Science Parks.
TSMC’s CEO, C.C. Wei, outlined the company’s expansion plans in the U.S. and Taiwan for the coming years, as well as two specialty wafer fabs in Japan and one in Germany, during a conference call with Wall Street analysts reviewing the financial performance for Q2 2025.