TSMC manufactures NVIDIA and Apple’s AI chips via foundry model
TSMC, a Taiwanese semiconductor manufacturer, specializes in producing chips designed by other companies like NVIDIA and Apple under a pure-play foundry model. Unlike chipmakers that design and sell their own products, TSMC focuses solely on manufacturing, taking designs from clients and turning them into finished semiconductors. This relationship is critical for AI growth, as TSMC’s…
Key points
- TSMC manufactures NVIDIA and Apple’s AI chips under a foundry model, not designing its own products
- AI demand drove 66% of TSMC’s Q2 2026 revenue, with 2nm chips contributing 3% of wafer revenue
- TSMC’s 2025 revenue hit 3.809 trillion TWD, up 31.6% year-over-year, with net income at 1.7179 trillion TWD
The company’s financials reflect its dominance: in 2025, TSMC reported 3.809 trillion TWD in revenue—a 31.6% increase from 2024—and 1.7179 trillion TWD in net income, up 46.4%. Its gross margin stood at 59.9%, while operating and net profit margins were 50.8% and 45.1%, respectively. AI-driven demand, particularly for high-performance computing (HPC), now accounts for 66% of its Q2 2026 revenue. TSMC also began 2nm mass production in Q4 2025, with 3% of wafer revenue from that node in Q2 2026, alongside 30% from 3nm and 33% from 5nm. The company is expanding overseas, including a 2024-launched plant in Japan’s Kumamoto Prefecture, to mitigate geopolitical risks like supply chain disruptions.
I looked into TSMC | What is the company that "makes" NVIDIA's AI chips?
note.com · 30 September 2026
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