Overview
- January 2026 net revenue reached NT$401.26 billion (about US$12.7 billion), up 36.8% year over year and 19.8% from December.
- TSMC’s board, meeting in Kumamoto, approved US$44.96 billion to add advanced, mature and specialty capacity, including new fabs and advanced packaging upgrades.
- The company said its Kumamoto expansion will target 3-nanometer production, aligning output with surging AI-related orders.
- Record employee profit-sharing and bonuses of roughly NT$206.15 billion were approved, alongside a NT$6.0 per-share cash dividend for Q4 2025.
- Nvidia’s CEO said TSMC may need to double capacity, and U.S. officials signaled tariff carve-outs for Big Tech chips tied to U.S. investments, while reports cite total 2026 capex plans of up to US$52–56 billion.