TSMC reported that revenue for the first four months of 2026 rose 29.9% from a year earlier. The increase signals the company's strength and underscores Asia's grip on AI chip supply amid investor attention on demand and capacity constraints.
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TSMC posted a 77.4% year-on-year profit increase to NT$706.56 billion and raised its capital spending outlook while announcing another $100 billion for Arizona fabs. The results underscore sustained AI demand that now dominates 66% of its platform revenue.
GlobalFoundries signed a multi-year US$2 billion agreement with TSMC on October 8, 2026 to manufacture silicon interposers at its Malta, New York fab. The deal creates the first US-based source of silicon interposers for TSMC's CoWoS advanced packaging ecosystem.
MediaTek reported June 2026 revenue of NT$58.012 billion, beating the top end of its forecast and driving second-quarter revenue to NT$152.183 billion. The beat reinforces expectations for seasonal growth in the second half of the year.
Marvell Technology raised its fiscal 2028 revenue outlook to approximately $20 billion and set a fiscal 2031 target of $70-90 billion. The increases reflect expected growth in AI networking and optical connectivity demand.
According to reporting, Biren Technology is preparing its next-generation BR20X GPU for mass production. The move advances a domestic AI accelerator roadmap built on broader low-precision support and locally available manufacturing.
