TSMC

Recent frontier signals (State of the AI Frontier 2026) - [FACT] Sony and TSMC signed a non-binding MOU to form a strategic partnership and planned JV for next-generation image sensors in Japan. (2026-05-08, pr.tsmc.com) - [OPINION] [financial-fragility] TSMC said it expected 2026 capital spending toward the high end of its $52B-$56B range as it invests heavily to support AI and HPC demand. (2026-04-16, investor.tsmc.com) - [FACT] TSMC reported Q2 2026 revenue of NT$1.27038 trillion, with gross margin of 67.7% and net profit margin of 55.6%. (2026-07-16, investor.tsmc.com) - [FACT] TSMC said it is now producing 5.5-reticle CoWoS, and that COUPE-on-substrate co-packaged optics begins production in 2026. (2026-04-23, pr.tsmc.com) - [FACT] TSMC's board approved capital appropriations of about US$31.28 billion and a capital injection of up to US$20 billion into TSMC Arizona. (2026-05-12, pr.tsmc.com) - [FACT] [geopolitical-dependency] TSMC's 2025 annual report said TSMC Arizona completed capital injections in January and February 2026 and remained 100% owned after those injections. (2026-04-16, investor.tsmc.com) - [FACT] TSMC debuted A13, its newest advanced process node, with 6% area savings versus A14 and backward-compatible design rules. (2026-04-23, pr.tsmc.com)