TSMC expects its sales (in US dollars) to grow by nearly 30% by 2026.
TSMC released explosive financial results: net profits surged 35%, with 7nm and below advanced chips contributing more than 70% of revenue.
Total DRAM production capacity of the three major DRAM manufacturers (Samsung, SK Hynix and Micron) will reach 18 million wafers in 2026, and prices are expected to rise by 60% in Q 2026.
Amkor will close its packaging plant in Hakodate, Japan, due to weak demand from the automotive industry.
TSMC stated that achieving a long-term gross margin of 56% or higher is entirely achievable.
TSMC expects its capital expenditures to be between US$52 billion and US$56 billion in 2026.
TSMC 2nd fab in Arizona will be scheduled to mass-produce in H2 2027.
TSMC is planning multi-stage 2nm wafer fabs in Hsinchu and Kaohsiung Science Parks and will continue to invest in advanced process and packaging facilities in Taiwan.
