Overview
- TSMC’s 2026 spending plan targets $52 billion to $56 billion to add advanced‑node fab capacity and sophisticated packaging to meet surging AI and high‑performance computing demand.
- The company reported roughly $16 billion in fourth‑quarter net profit, with results about 35% above expectations on continued AI strength.
- A new U.S.–Taiwan tariff framework reduces many duties on Taiwanese goods from 20% to 15% and offers improved treatment for chipmakers that boost U.S. production, with reported $250 billion investment commitments and $250 billion in credit support from Taiwan.
- CEO C.C. Wei said TSMC is pursuing permits for another Arizona factory and its first advanced packaging facility in the state, and the company has purchased a second parcel of land there.
- Analysts highlight a multi‑year equipment upcycle benefiting ASML, Lam Research and Applied Materials, even as risks persist from U.S. legal reviews of tariff authority, U.S. build‑out challenges and Taiwan‑related geopolitical exposure.