Taiwan Semiconductor's sales rose 34% from a year earlier, and Counterpoint expects 2026 sales growth of about 43% as AI orders drive production. Texas factory talks are early, each plant could cost at least $20 billion, and the plan partly depends on extending a U.S. tax credit, but the reported demand supports a favorable reading.
More orders from major North American customers give the company a reason to add production. Sales growth and a larger share of chipmaking show that demand is reaching its business.
The possible Texas campus is still being discussed, and the tax credit may end in 2026 unless extended. New plants would also require very large spending. Those limits make the expansion uncertain, but the reported growth and demand still support a favorable reading.
The story names NVIDIA as a large customer placing orders with Taiwan Semiconductor, but reports no new change to NVIDIA's own business. It does not change how this story reads for NVIDIA.
The story names AMD as a large customer placing orders with Taiwan Semiconductor, but reports no new change to AMD's own business. It does not change how this story reads for AMD.
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