TSMC controls over 90% of leading-edge chip production and plans $52-56B in 2026 capex as AI demand from Nvidia, Meta, and Amazon drives a supply squeeze.
Taiwan Semiconductor Manufacturing Company controls over 60% of global foundry revenue and more than 90% of leading-edge chip production.
Taiwan’s semiconductor industry revenue exceeded $180 billion in 2025, accounting for over 22% of national GDP.
TSMC Q1 2026 Results
TSMC posted Q1 2026 revenue of $38.5 billion, up 35% year-over-year. The company plans 2026 capital expenditure of $52-56 billion, a 25% increase from 2025 levels.
Major Customer Investments
Global Market: TSMC sees chip market crossing $1.5 trillion by 2030 on AI boom
TSMC expects global chip revenue to hit US$1.5tn - Taipei Times
TSMC says global chip market to hit $1.5 trillion by 2030 as AI drives growth - The Economic Times
TSMC is benefiting from sustained demand for advanced semiconductors from its key customers like Apple and Nvidia.
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