TSMC Arizona Fab Reports Good News! Revenue Surges Past $40 Billion on Orders from Two Major Clients — Media: Reshaping the U.S. Economy

TSMC's wafer fabrication plant in Arizona, United States, continues to improve its operations. Despite ongoing concerns about significantly higher construction and operating costs in the U.S. compared to Taiwan, a recent report from Bank of America reveals that the Arizona facility achieved record-high revenue in the second quarter of 2026, surpassing NT$40 billion and accounting for over 4% of TSMC’s total revenue. International media have stated that TSMC’s orders are "reshaping the U.S. chip economy."

Tech media outlet Wccftech reported that the TSMC Arizona fab hosts the most advanced production lines in the United States. The campus is planned in three phases, with Phase 1 already fully operational, producing semiconductors using the 4-nanometer process. Recent reports indicate the facility has begun manufacturing AI GPUs for NVIDIA, although these chips still need to be shipped back to Taiwan for advanced packaging.

How much is the Arizona fab earning? Revenue hits another record high in Q2 2026

According to reports, Phases 2 and 3 of the Arizona fab will adopt even more advanced processes. Phase 2 will introduce the 3-nanometer process, while Phase 3 will feature 2-nanometer and 1.6-nanometer (A16) technologies. Additionally, TSMC has started constructing its first advanced packaging facility within the site. (Related reading: Not CoWoS! TSMC’s next-gen advanced packaging ‘CoPoS’ is coming — Analyst reveals the first major customer)

Data from Bank of America shows that since the Arizona fab turned profitable for the first time in Q1 2025, its contribution to TSMC’s overall profits and revenue has steadily increased. In Q2 2026, revenue once again reached a new high, exceeding NT$40 billion. However, profitability declined compared to the previous quarter, dropping to NT$19 billion.

TSMC’s total revenue for Q2 2026 reached NT$1.2 trillion, representing a 36% year-on-year growth. This means the Arizona fab contributed over 4% to total revenue and approximately 3% to overall profits.

Is the Arizona fab growing steadily? Analyzing years of operational performance

Reports mention that aside from NVIDIA’s orders, Apple—one of the initial clients of the Arizona fab—has continued to provide steady demand, with these orders already reflected in financial results.

Analyzing the Arizona fab’s performance over the past few years, it contributed 1% of TSMC’s total profit and 2% of total revenue in Q2 2025. Profit share dipped slightly in Q3 2025 but quickly resumed an upward trend.

In Q1 2026, the Arizona fab reached its peak performance, contributing over 3% to both TSMC’s total revenue and profit. As of Q2 2026, while revenue contribution continues to rise, profit share has returned to around 3%.

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