January 17, 2026 – At yesterday’s institutional investors briefing, a senior executive from TSMC revealed that the company anticipates its overall revenue to surge by nearly 30% in 2026 when measured in US dollars.
In 2025, the global “Foundry 2.0” industry witnessed a 16% growth in revenue. During the same period, TSMC’s revenue, calculated in US dollars, accounted for 35.9% of the total. Looking ahead to 2026, TSMC predicts that the “Foundry 2.0” industry’s revenue will experience a 14% year – on – year increase.
AI accelerators played a significant role in TSMC’s revenue in 2025, contributing over 10% of its total income. The company projects that the compound annual growth rate (CAGR) of its AI accelerator – related revenue from 2024 to 2029 will approach 60%. Meanwhile, its overall revenue CAGR, measured in US dollars, over the same period is expected to be around 25%.
In terms of business segments, advanced packaging made up about 8% of TSMC’s total revenue in 2024. This proportion rose to just over 10% in 2025. TSMC expects the growth rate of this business to outpace the company’s average, with its contribution to total revenue reaching double – digit percentages in 2026. On the expenditure side, advanced packaging, mask manufacturing, and other related areas will account for 10 – 20% of TSMC’s capital expenditure in 2026, a higher proportion than before.
Regarding the impact of the memory supply crisis on consumer – end behavior, TSMC has not observed any changes in the purchasing patterns of its PC and mobile phone clients. This is mainly because TSMC mainly supplies high – value mobile phone chips, and high – priced end – products are relatively less sensitive to memory price fluctuations.
In addition, TSMC has confirmed that it has reduced the production capacity of 8 – inch and 6 – inch wafers. However, it will continue to provide support to its clients in this field.
