FUNDING
Key Metrics
Company Snapshot
TSMC is a Semiconductors company, based in Hsinchu, Taiwan, founded 1987 by Morris Chang. Market cap $2.224T (As of Sep 5, 2026, companiesmarketcap.com).
Recent changes
- Sep 5, 2026Sep 5, 2026First reported market cap: $2.224T companiesmarketcap.com
- Aug 31, 2026Aug 31, 2026TSMC's $64 Billion Bet and the Memory Bottleneck Ahead Pulse story
- Jul 30, 2026Jul 30, 2026Intel, AMD Jump 12%+ on TSMC's New Chip-Packaging Tech Pulse story
- Jul 28, 2026Jul 28, 2026TSMC Restarts Japan Plant After Deadly Quake Pulse story
- Jul 22, 2026Jul 22, 2026Trump's Push for American-Made AI Chips Is Squeezing TSMC's Margins Pulse story
Earlier changes (2)
- Jul 16, 2026Jul 16, 2026TSMC Adds $100B Arizona Bet After Profit Soars 77% Pulse story
- Dec 2025Dec 2025First reported revenue: NT$3,809.05B (~US$122.9B), FY2025 TSMC
Latest Pulse
- Aug 31, 2026The AI Capex Supercycle Now Dwarfs Global VCNvidia's $500B Wall Street platform and TSMC's $64B capex budget together outweigh all global VC raised in H1 2026 -- a scale mismatch that shows where AI's real money is flowing.→
- Aug 31, 2026TSMC's $64 Billion Bet and the Memory Bottleneck AheadTSMC raised its 2026 capital budget to as much as $64 billion on surging AI chip demand -- but the real constraint on 2027 AI hardware isn't fab capacity anymore, it's the memory that sits next to the chip.→
- Aug 20, 2026Why TSMC's Looming Price Hike Matters More Than Samsung'sTSMC is reportedly planning to raise prices across all its chip nodes by up to 10% starting January 2027, following Samsung's 10-15% hikes on 4nm and 5nm chips since July -- and TSMC controls more than 70% of global foundry revenue.→
- Aug 20, 2026Waymo Designs Its Own Robocar Chip to Outpace TeslaWaymo has built a custom ASIC on TSMC's 5nm process delivering over 1,000 TOPS, replacing the Intel FPGAs it used previously, as it races Tesla's years-long custom-silicon program for autonomous driving.→
- Aug 19, 2026Samsung Hikes Advanced Chip Prices Up to 15% on AI DemandSamsung raised prices on 4nm and 5nm contract chipmaking by 10-15% as AI demand outstrips capacity and TSMC's leading-edge output stays pre-sold through 2027.→
- Aug 16, 2026China Weighs Export Controls on AI Models, ChipsChina's Ministry of Commerce is weighing export controls on advanced AI models, training data and chipmaking access, including barring TSMC from producing chips based on Chinese company designs.→
- Aug 10, 2026TSMC's July Sales Surge 45% as AI Demand CompoundsTSMC's July revenue rose 44.7% year-over-year to a record $14.5 billion and the company raised its 2026 growth outlook past 40%, underscoring how much AI chip demand is still accelerating despite broader market volatility.→
- Jul 31, 2026AI Demand Strains Chip Packaging Capacity, Prices ClimbSurging AI server demand is tightening capacity across mature-node chip manufacturing and advanced packaging, pushing prices higher even at foundries beyond TSMC's most advanced nodes as designers hold orders they can't get fabricated fast enough.→
- Jul 30, 2026Intel, AMD Jump 12%+ on TSMC's New Chip-Packaging TechIntel shares jumped about 12% and TSMC gained nearly 7% after a report that TSMC is developing an advanced chip-packaging technology resembling Intel's EMIB approach, partnering with Taiwan's Kinsus Interconnect Technology.→
- Jul 28, 2026TSMC Restarts Japan Plant After Deadly QuakeTSMC began gradually restoring operations at its Kumamoto, Japan chip plant after a 7.1-magnitude earthquake killed at least 13 people and forced a temporary employee evacuation, with the facility's core structures confirmed undamaged.→
Coverage Timeline
newest first- Aug 31, 2026FUNDINGThe AI Capex Supercycle Now Dwarfs Global VC→
- Aug 31, 2026AITSMC's $64 Billion Bet and the Memory Bottleneck Ahead$60-64B capex→
- Aug 20, 2026AIWhy TSMC's Looming Price Hike Matters More Than Samsung's→
- Aug 20, 2026BIG TECHWaymo Designs Its Own Robocar Chip to Outpace Tesla→
- Aug 19, 2026AISamsung Hikes Advanced Chip Prices Up to 15% on AI DemandUp to 15% price hike→
- Aug 16, 2026REGULATIONChina Weighs Export Controls on AI Models, Chips→
- Aug 10, 2026AITSMC's July Sales Surge 45% as AI Demand Compounds→
- Jul 31, 2026AIAI Demand Strains Chip Packaging Capacity, Prices Climb→
- Jul 30, 2026AIIntel, AMD Jump 12%+ on TSMC's New Chip-Packaging TechIntel +12%, TSMC +7%→
- Jul 28, 2026IPOTSMC Restarts Japan Plant After Deadly Quake→
- Jul 22, 2026AITrump's Push for American-Made AI Chips Is Squeezing TSMC's Margins3-4% margin dilution→
- Jul 16, 2026BIG TECHTSMC Adds $100B Arizona Bet After Profit Soars 77%$100B new investment→
All Coverage
FUNDING
The AI Capex Supercycle Now Dwarfs Global VC
Nvidia's $500B Wall Street platform and TSMC's $64B capex budget together outweigh all global VC raised in H1 2026 -- a scale mismatch that shows where AI's real money is flowing.
BY THE NUMBERS
AI
TSMC's $64 Billion Bet and the Memory Bottleneck Ahead
AI$60-64B capex
TSMC's $64 Billion Bet and the Memory Bottleneck Ahead
TSMC raised its 2026 capital budget to as much as $64 billion on surging AI chip demand -- but the real constraint on 2027 AI hardware isn't fab capacity anymore, it's the memory that sits next to the chip.
DEEP DIVE
AI
Why TSMC's Looming Price Hike Matters More Than Samsung's
AI
Why TSMC's Looming Price Hike Matters More Than Samsung's
TSMC is reportedly planning to raise prices across all its chip nodes by up to 10% starting January 2027, following Samsung's 10-15% hikes on 4nm and 5nm chips since July -- and TSMC controls more than 70% of global foundry revenue.
DEEP DIVE
BIG TECH
Waymo Designs Its Own Robocar Chip to Outpace Tesla
BIG TECH
Waymo Designs Its Own Robocar Chip to Outpace Tesla
Waymo has built a custom ASIC on TSMC's 5nm process delivering over 1,000 TOPS, replacing the Intel FPGAs it used previously, as it races Tesla's years-long custom-silicon program for autonomous driving.
DEEP DIVE
AI
Samsung Hikes Advanced Chip Prices Up to 15% on AI Demand
AIUp to 15% price hike
Samsung Hikes Advanced Chip Prices Up to 15% on AI Demand
Samsung raised prices on 4nm and 5nm contract chipmaking by 10-15% as AI demand outstrips capacity and TSMC's leading-edge output stays pre-sold through 2027.
DEEP DIVE
REGULATION
China Weighs Export Controls on AI Models, Chips
REGULATION
China Weighs Export Controls on AI Models, Chips
China's Ministry of Commerce is weighing export controls on advanced AI models, training data and chipmaking access, including barring TSMC from producing chips based on Chinese company designs.
DEEP DIVE
AI
TSMC's July Sales Surge 45% as AI Demand Compounds
AI
TSMC's July Sales Surge 45% as AI Demand Compounds
TSMC's July revenue rose 44.7% year-over-year to a record $14.5 billion and the company raised its 2026 growth outlook past 40%, underscoring how much AI chip demand is still accelerating despite broader market volatility.
DEEP DIVE
AI
AI Demand Strains Chip Packaging Capacity, Prices Climb
AI
AI Demand Strains Chip Packaging Capacity, Prices Climb
Surging AI server demand is tightening capacity across mature-node chip manufacturing and advanced packaging, pushing prices higher even at foundries beyond TSMC's most advanced nodes as designers hold orders they can't get fabricated fast enough.
AI
Intel, AMD Jump 12%+ on TSMC's New Chip-Packaging Tech
AIIntel +12%, TSMC +7%
Intel, AMD Jump 12%+ on TSMC's New Chip-Packaging Tech
Intel shares jumped about 12% and TSMC gained nearly 7% after a report that TSMC is developing an advanced chip-packaging technology resembling Intel's EMIB approach, partnering with Taiwan's Kinsus Interconnect Technology.
IPO
TSMC Restarts Japan Plant After Deadly Quake
IPO
TSMC Restarts Japan Plant After Deadly Quake
TSMC began gradually restoring operations at its Kumamoto, Japan chip plant after a 7.1-magnitude earthquake killed at least 13 people and forced a temporary employee evacuation, with the facility's core structures confirmed undamaged.
AI
Trump's Push for American-Made AI Chips Is Squeezing TSMC's Margins
AI3-4% margin dilution
Trump's Push for American-Made AI Chips Is Squeezing TSMC's Margins
TSMC says its US fab buildout under political pressure to onshore chipmaking will dilute gross margins by 3-4% in later stages, with American-made chips costing up to 50% more than the same chips built in Taiwan.
BIG TECH
TSMC Adds $100B Arizona Bet After Profit Soars 77%
BIG TECH$100B new investment
TSMC Adds $100B Arizona Bet After Profit Soars 77%
TSMC will invest an additional $100 billion in its Arizona chip fabs after quarterly profit jumped 77%, deepening the US buildout underpinning Nvidia, Apple and AMD's leading-edge chip supply.
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Sources & methodologyshow
Where these figures come from
- TSMCprimary source1 fact
- companiesmarketcap.comresearch database1 fact
Figures are labelled Reported (a source states it), Estimated, Derived (computed from other facts) or Rumored (in talks / unconfirmed). Rumors never replace a confirmed figure. Each figure keeps its own as-of date; history is preserved rather than overwritten.