TSMC is set to accelerate its multibillion-dollar expansion in Arizona, coming off the back of a U.S.-Taiwan trade agreement and strong earnings.

TSMC executive team expects continuous revenue growth in 2026, and onwards as rich AI companies will keep buying AI accelerators for years to come.

The semiconductor giant looks poised for more expansion in Phoenix as it raises its annual capital budget and seeks permits for new fabs.

Thursday offered markets a rare respite from nonstop geopolitical upheaval. Yet the week's headlines still reflected larger global dynamics.

TSMC, el mayor fabricante de chips de computadora del mundo, aumentará su gasto de capital hasta en casi un 40% este año después de reportar un aumento del 35% en su beneficio neto para el último trimestre gracias al auge de la inteligencia artificial,

TSMC deatiled plans to accelerate the building of new plants in Taiwan and Arizona, U.S.A in a bullish outlook for 2026. Aside from improving profitability, guidance for both capex and sales in 2026 were encouraging not just for TSMC itself but also for other chipmakers and the AI complex as a whole.

Taiwan Semiconductor Manufacturing Company Limited Q4 2025 earnings beat shows AI capex resilience, margin expansion, and more. Click for this TSM stock update.

Wendell Huang, the CFO of TSMC, says his firm expects revenue for the 2 nanometer chips to come in from Q3 onwards. He also talks about TSMC's manufacturing strength and how its scale is able to drive cost efficiencies.