Taiwan Semiconductor Manufacturing Co. (TSMC) is seeing significant returns from its Arizona manufacturing hub, with cumulative profits for the first half of 2026 reaching approximately $1.13 billion (NT$36.1 billion). This figure more than doubles the entire profit generated in 2025, showcasing accelerated operational efficiency. The stock traded lower on August 18, which reports attributed to broader market weakness and profit-taking by investors rather than this specific news.
Progress on the company's U.S. expansion is also advancing, with construction reportedly starting on a third wafer fab in Arizona in May, which will produce advanced 2-nanometer and A16 chips. Meanwhile, the second fab, intended for 3-nanometer production, is now complete. Equipment installation for this second facility is slated to begin in the latter half of 2026, with mass production anticipated by the second half of 2027.