What is TSMC's role in the AI industry?

TSMC is crucial for AI infrastructure, manufacturing advanced chips like GPUs and AI accelerators for major tech companies.

When will TSMC's N2 chip technology be in mass production?

Volume production for TSMC's N2 (2-nanometer) technology is expected to begin by late 2025.

Is TSMC expanding its chip manufacturing in the US?

Yes, TSMC recently produced the first U.S.-made Nvidia Blackwell wafer at its Arizona facility.

Home / Business and Economy / TSMC Powers AI: Chip Giant's Future Looks Bright

TSMC Powers AI: Chip Giant's Future Looks Bright

20 Nov

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Summary

TSMC is the backbone of AI infrastructure, manufacturing advanced chips.
Fiscal 2025 Q3 revenue surged 40.8%, with strong margins.
New N2 and A16 chip technologies are set for late 2025/2026 release.

TSMC Powers AI: Chip Giant's Future Looks Bright

Taiwan Semiconductor Manufacturing (TSMC) has established itself as the linchpin of the global artificial intelligence infrastructure, with its state-of-the-art chip manufacturing capabilities essential for next-generation AI accelerators and high-performance chips. The company's robust performance was underscored in its fiscal 2025 third quarter, where revenue climbed 40.8% year over year to $33.1 billion. Advanced process technologies, particularly 7-nanometer and below, now constitute a significant majority of its wafer revenue, with high-performance computing emerging as its strongest end market.

Looking ahead, TSMC is aggressively advancing its chip manufacturing roadmap. Volume production for its N2 (2-nanometer) technology is slated to commence by late 2025, followed by the N2P variant in the latter half of 2026. Additionally, A16 technology, optimized for high-performance computing, will also enter volume production in the second half of 2026. The company anticipates that N2 technology will achieve superior profitability compared to its predecessor, N3.