First quarter earnings from TSMC’s Arizona Fab 21 jumped to NT$18.8 billion, or about US$595 million, beating the full‑year 2025 profit of NT$16.14 billion (US$510 million). The jump follows a quiet 2025, when the plant made only NT$496 million (US$15.6 million). The rise signals a turnaround in U.S. manufacturing output for semiconductors, supporting next‑generation processor development.

Meanwhile, TSMC’s joint venture in Kumamoto, Japan—JASM—posted its first profit of NT$951 million, roughly US$30 million, after a Q1 2025 loss of NT$3.25 billion (US$103 million). TSMC owns 77 percent of JASM; Sony, Denso and Toyota hold the rest. Both Fab 21 and Fab 23 are slated to expand, with operations expected to start in 2027, to meet growing demand across key markets worldwide.

The gains at both sites underscore TSMC’s push to secure supply chains outside Taiwan and bolster U.S. and Japanese semiconductor footprints. Higher profits translate into more capital for R&D and capacity upgrades, potentially lowering costs for chipmakers worldwide. These results confirm the company’s strategic expansion is beginning to pay off in tangible financial terms for consumer electronics, after years of capital investment and production scaling, the increased margins signal a shift toward profitability in the highly competitive chip manufacturing sector.