The Taiwan Semiconductor Manufacturing Company Limited (TSMC) is the world’s largest and most advanced semiconductor foundry, headquartered in Hsinchu Science Park, Taiwan. Founded in 1987 by Morris Chang, TSMC pioneered the pure-play foundry model, focusing exclusively on manufacturing chips designed by other companies, enabling fabless semiconductor firms like NVIDIA, AMD, and MediaTek to thrive.
Key Facts about TSMC (July 2025):
Market Position:
The dominant global semiconductor contract manufacturer, with a market capitalization exceeding $1.19 trillion (over $1 trillion USD), making it one of the most valuable tech companies worldwide.
Technology Leadership:
TSMC leads in advanced process technologies, producing chips at cutting-edge nodes including 3nm and moving toward sub-2nm by 2028. It was the first to commercialize extreme ultraviolet lithography (EUV) at scale.
Recent Growth:
In Q1 2025, TSMC reported a remarkable 42% year-over-year revenue increase, driven by surging demand for AI server chips, smartphones, and stockpiling ahead of US tariffs. Revenue for Q1 2025 was around NT$839 billion (~$25.5 billion USD).
Expansion Plans:
TSMC is aggressively expanding capacity with nine new facilities planned in 2025, including eight fabs and one packaging plant across Taiwan and overseas locations such as the US, Germany, and Japan. Fab 25 in Taichung is set to begin construction by year-end 2025, supporting the company’s roadmap toward sub-2nm chip production by 2028.
Global Importance:
TSMC is central to the global semiconductor supply chain, producing chips used in high-performance computing, smartphones, automotive electronics, AI applications, and more. It plays a strategic role amid US-China trade tensions and global tech competition.
Leadership:
The CEO is C. C. Wei, who has overseen TSMC’s continued technological innovation and expansion.
TSMC remains a cornerstone of the global semiconductor industry, driving innovation and capacity expansion to meet the growing demand for advanced chips powering AI, 5G, automotive, and consumer electronics worldwide.
#AI #STOCKS
Key Facts about TSMC (July 2025):
Market Position:
The dominant global semiconductor contract manufacturer, with a market capitalization exceeding $1.19 trillion (over $1 trillion USD), making it one of the most valuable tech companies worldwide.
Technology Leadership:
TSMC leads in advanced process technologies, producing chips at cutting-edge nodes including 3nm and moving toward sub-2nm by 2028. It was the first to commercialize extreme ultraviolet lithography (EUV) at scale.
Recent Growth:
In Q1 2025, TSMC reported a remarkable 42% year-over-year revenue increase, driven by surging demand for AI server chips, smartphones, and stockpiling ahead of US tariffs. Revenue for Q1 2025 was around NT$839 billion (~$25.5 billion USD).
Expansion Plans:
TSMC is aggressively expanding capacity with nine new facilities planned in 2025, including eight fabs and one packaging plant across Taiwan and overseas locations such as the US, Germany, and Japan. Fab 25 in Taichung is set to begin construction by year-end 2025, supporting the company’s roadmap toward sub-2nm chip production by 2028.
Global Importance:
TSMC is central to the global semiconductor supply chain, producing chips used in high-performance computing, smartphones, automotive electronics, AI applications, and more. It plays a strategic role amid US-China trade tensions and global tech competition.
Leadership:
The CEO is C. C. Wei, who has overseen TSMC’s continued technological innovation and expansion.
TSMC remains a cornerstone of the global semiconductor industry, driving innovation and capacity expansion to meet the growing demand for advanced chips powering AI, 5G, automotive, and consumer electronics worldwide.
#AI #STOCKS
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.