TSMC

Four US fabs fully booked, second Arizona fab pulls 3nm tool-install into Q3 2026; full-year revenue guided up >30% on AI demand still outpacing supply

Tan calls 2026 an 'execution year': 18A in high-volume manufacturing, a preliminary Apple foundry deal, but zero fully committed external 14A customers

The AGI CPU (136 Neoverse V3 cores, TSMC 3nm) marks Arm's move from pure IP to direct silicon; its open Chiplet System Architecture courts 60+ partners