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Company

Taiwan Semiconductor Manufacturing Co.

Filtered to Funding & Financials ×
43 articles decelerating

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, Intel.

Articles
43
mentions
Velocity
-66.7%
growth rate
Acceleration
-2.667
velocity change
Sources
8
publications

Coverage Timeline

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 …

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 …

2025-07-17
Bloomberg 12 related

TSMC reports Q2 net income up 61% YoY to ~$13.5B, beating est. every quarter since 2021, and raises its 2025 sales growth guidance in USD from mid-20% to 30%

Taiwan Semiconductor Manufacturing Co. raised its outlook for 2025 revenue growth, shoring up investors' confidence in the momentum of the global AI spending spree.

2025-06-03
Nikkei Asia 17 related

TSMC CEO C.C. Wei says TSMC expects a record profit in 2025 despite geopolitical, tariff, and FX risks, and confirms it is not building a fab in the Middle East

HSINCHU, Taiwan — Taiwan Semiconductor Manufacturing Co. on Tuesday said it expects to log a record profit …

2023-04-10
Bloomberg 4 related

TSMC reports Q1 revenue up 3.6% YoY to ~$16.7B, below analysts forecasts, and March revenue down 15% YoY to ~$4.8B as electronics demand continues to fall

Taiwan Semiconductor Manufacturing Co. missed sales estimates for the second consecutive quarter in a sign of continued weakness in global electronics demand.

2022-11-09
Wall Street Journal 5 related

Sources: TSMC plans to announce a second chipmaking factory north of Phoenix, Arizona, in the coming months, investing roughly $12B and aiming to make 3nm chips

New facility would produce cutting edge 3-nanometer semiconductors  —  Taiwan Semiconductor Manufacturing Co. …

2022-10-13
Bloomberg 9 related

TSMC cuts its 2022 capital spending target by ~10%, expecting to spend ~$36B on equipment, down from a prior $40B+ estimate, suggesting a deeper tech downturn

Taiwan Semiconductor Manufacturing Co. slashed its 2022 capital spending target by roughly 10%, a dramatic sign of trouble …

2022-10-10
Bloomberg 5 related

TSMC reports Q3 revenue rose 48% YoY to ~$19.4B, beating ~$19B estimates, as Micron, Kioxia, Samsung, and others report faltering sales and weakening demand

Taiwan Semiconductor Manufacturing Co. reported higher-than-expected quarterly revenue, signaling the chip giant is benefiting …

2022-04-08
Bloomberg 4 related

TSMC reports a record ~$17B in Q1 revenue, up 36% YoY and above estimates, boosted by increased demand for chips as the prolonged shortage helped raise prices

Taiwan Semiconductor Manufacturing Co. revenue rose to a record in the first quarter on demand for chips used in smartphones …

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