Taiwan Semiconductor Manufacturing Company now controls over 60% of global foundry revenue and more than 90% of leading-edge chip production.
The semiconductor industry's revenue in Taiwan is expected to exceed $165 billion in 2024, accounting for 20.7% of the nation's GDP. TSMC posted $33 billion in revenue for Q4 2025 alone.
The company plans to increase capital expenditure to between $52 billion and $56 billion by 2026 - a more than 25% jump from 2025 levels.
Its biggest customers, including Nvidia, Meta, and Amazon, are collectively planning over $1 trillion in data center investments.
Taiwan's IC design sector generated $25.5 billion in 2023, with AI chips contributing roughly 15-20% of that revenue.
TSMC has committed $165 billion to US-based production facilities as part of a broader effort to diversify manufacturing beyond Taiwan. New facilities are also planned or underway in Japan and Germany.
Samsung and Intel have struggled to close the gap in leading-edge manufacturing. TSMC's 90%-plus share of advanced chip production gives it significant pricing power.