TSMC Arizona surprised. After ramping up strongly in CY25 ($2B+ revenue), Phase 1 net profit in 1Q26 alone exceeded the …

SemiAnalysis Twitter · SemiAnalysis (@SemiAnalysis_) · 2026-06-01

TSMC Arizona's Phase 1 facility generated more net profit in Q1 2026 alone than in all of 2025, prompting TSMC's board to approve a record single-tranche Arizona capital authorization in May 2026.

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Topics: tsmcsemiconductor-manufacturingus-chip-productionfoundry-economics

Claims

TSMC Arizona Phase 1 net profit in Q1 2026 exceeded the facility's total net profit for all of calendar year 2025.
TSMC Arizona generated over $2 billion in revenue during calendar year 2025.
TSMC's board approved a record single-tranche Arizona capital authorization on May 13, 2026.
Samsung Foundry is well-positioned in the current market, anchored by HBM4 production.

Key quotes

Phase 1 net profit in 1Q26 alone exceeded the entire CY25 net profit, with the May 13 board approving a record single-tranche Arizona authorization.