TSMC

Taiwan Semiconductor Manufacturing Company (TSMC) is a publicly traded, independent semiconductor foundry headquartered in Hsinchu, Taiwan, listed on the NYSE as TSM. As of February 2026, it held a 64% share of the global foundry market by revenue, with full-year 2025 revenue reaching $84.7 billion. Advanced nodes of 7 nanometers and below contributed 69% of total wafer sales. TSMC initiated volume production of its 3-nanometer (N3) node in the fourth quarter of 2022, with Apple's A17 Pro chip as a leading early adopter in 2023. The company confirmed the commercial ramp of its 2-nanometer (N2) node in the second half of 2025 and remains the primary contract manufacturer for Nvidia's H200 and B200 AI accelerators. TSMC is critical because it operates the largest-scale leading-edge logic fabrication capacity, directly enabling AI training and inference infrastructure, while its CoWoS advanced packaging output — a persistent constraint on high-bandwidth memory-integrated processor supply — expanded to a targeted 35,000 wafers per month by end of 2025.

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