Overview

• TSMC reported Q2 2025 revenue of NT$933.79 billion and net income of NT$398.27 billion, with high‑performance computing driving the majority of sales.
• The foundry is prioritizing a roughly $165 billion American expansion and has deferred a planned second Kumamoto plant in Japan to focus on U.S. capacity.
• TSMC has removed Chinese-made equipment from its most advanced facilities to reduce exposure to U.S. export restrictions.
• Under revised U.S. rules, the company secured production for an additional 300,000 Nvidia H20 AI chips.
• TSMC plans to break ground in October on its 1.4nm Fab 25 complex in Taichung, with initial mass production targeted for 2028, according to local reporting.