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Company

Taiwan Semiconductor Manufacturing Co.

43 articles accelerating

Q1 2026 revenue rose 35% year over year to about $35.6 billion, underscoring TSMC’s central role in meeting persistent advanced-chip demand.

Who they are

Taiwan Semiconductor Manufacturing Co. is the contract chipmaker at the center of coverage about advanced-chip supply, expanding production in Taiwan, the US and Japan while navigating export controls, customer demand and technology protection.

The recent arc

Coverage peaked in 2025Q4, when the story shifted from capacity buildout to the protection of TSMC’s technological edge: TSMC sued former vice president Lo Wen-jen after his move to Intel, and Taiwanese prosecutors searched the Intel executive’s homes following allegations of leaked sensitive information. Earlier in 2025, CEO C.C. Wei said construction of the second and third Arizona plants would be accelerated by several quarters for US customers.

The 2026 stories return to operating momentum and the limits of supply. TSMC reported first-quarter revenue up 35% year over year to roughly $35.6 billion, planned to upgrade the second Kumamoto, Japan plant to 3nm production, and said it still could not meet US-led demand even as American capacity comes online. A reported plan to install tools at Arizona’s second fab in summer 2026 links that demand pressure to the US production push.

The tension

The coverage circles a three-way tension between demand for leading-edge chips, geographic diversification and control of sensitive technology. TSMC is expanding in Arizona and Japan as Washington restricts equipment access for its Nanjing facility and export-control concerns reach shipments tied to Huawei, while the dispute involving Intel highlights how personnel mobility can become a competitive and security issue.

Why it matters

If demand remains ahead of available capacity, TSMC’s manufacturing timetable will continue to shape where advanced chips can be supplied and how quickly US and Japanese production can supplement Taiwan. But the same trajectory leaves execution, export restrictions and the safeguarding of proprietary process knowledge as constraints rather than simple expansion questions.

Taiwan Semiconductor Manufacturing Co. has appeared in 43 articles since 2015-01. Coverage peaked in 2025Q4 with 6 articles. Frequently mentioned alongside TSMC, TAIPEI, Taiwan, Japan.

Articles
43
mentions
Velocity
+200.0%
growth rate
Acceleration
+2.833
velocity change
Sources
8
publications

Coverage Timeline

2026-06-04
Bloomberg 22 related

TSMC CEO C.C. Wei says the company won't be able to fulfill the demand led by US customers even as more capacity comes online in the US over the next few years

Taiwan Semiconductor Manufacturing Co.'s global chip supply will fall short of AI-fueled demand for years to come …

2026-05-27
Bloomberg 9 related

Source: TSMC CEO C.C. Wei told staff that they will see a 30%+ bump in their profit-sharing payouts in 2026 on average, after some staff voiced concerns online

Taiwan Semiconductor Manufacturing Co. chief C.C. Wei told staff they'll see more than a 30% bump in their profit-sharing payouts …

2026-04-10
Bloomberg 26 related

TSMC reports Q1 revenue up 35% YoY to ~$35.6B, vs. ~$35.2B est., signaling global chip demand stayed intact during the first weeks of the war in the Middle East

Taiwan Semiconductor Manufacturing Co. reported a 35% increase in quarterly revenue, suggesting global AI chip demand remained intact during …

2026-02-05
Bloomberg 22 related

TSMC plans to produce 3nm chips at its second plant in Kumamoto, Japan; sources say that is an upgrade from an original plan to produce 7nm chips by late 2027

Taiwan Semiconductor Manufacturing Co. plans to make advanced 3-nanometer chips in Japan, stepping up its semiconductor manufacturing roadmap …

2025-12-20
Nikkei Asia 3 related

Sources: TSMC plans to move chipmaking tools into its second Arizona fab in summer 2026, in line with its push to accelerate US production by “several quarters”

TAIPEI — Taiwan Semiconductor Manufacturing Co. plans to start moving chipmaking tools into its second plant …

2025-11-27
Bloomberg 29 related

Taiwanese prosecutors search Intel executive Wen-jen Lo's homes days after TSMC alleged he leaked sensitive info, suggesting Taiwan is deepening its probe

Prosecutors have searched the homes of a former Taiwan Semiconductor Manufacturing Co. executive suspected of leaking trade secrets to Intel Corp. …

2025-11-25
Bloomberg 11 related

TSMC sues former VP Lo Wen-jen, who left to join Intel, alleging a high likelihood that he leaked secrets to Intel after a two-decade career at TSMC

Taiwan Semiconductor Manufacturing Co. sued a former executive who left to work for Intel Corp., saying there is a high likelihood …

2025-11-10
Bloomberg 11 related

TSMC reports October sales rose 16.9% YoY, the slowest pace since February 2024, highlighting uncertainty over the AI boom's sustainability; TSMC is up 38%+ YTD

Taiwan Semiconductor Manufacturing Co. reported slowing growth in monthly revenue as investors debate the sustainability …

2025-10-28
Bloomberg 5 related

A profile of Substrate, which uses particle acceleration to handle lithography, claiming to solve one of tech's toughest problems, and aims to compete with ASML

A secretive American startup has emerged with aspirations to challenge two titans of the semiconductor industry: ASML Holding NV and Taiwan Semiconductor Manufacturing Co.

2025-10-16
Bloomberg 15 related

TSMC reports Q3 net profit up 39% YoY to ~$14.8B, above est., and raises its 2025 revenue growth projection to the mid-30% range, citing “very strong” AI demand

Taiwan Semiconductor Manufacturing Co. hiked its projection for 2025 revenue growth for the second time this year …

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