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TSMC hits record January revenue with 37% year-on-year growth and approves 7 trillion yen investment
Thursday, February 5, 2026 at 07:26 PM
TSMC reported record-breaking revenue for January 2026, marking a 37% increase compared to the same period last year. Additionally, the company has approved a massive investment plan totaling approximately 7 trillion yen for capacity expansion and technology development.
Context
In a historic move, the TSMC board of directors concluded its first-ever meeting in Kumamoto on February 10, 2026, where it approved a massive global capital expenditure budget of 7 trillion yen ($44.96 billion). While this figure represents the company's total planned equipment investment, the choice of venue underscores Japan's rising importance in the global AI supply chain. The board specifically confirmed that TSMC will upgrade its second Japanese plant to produce advanced 3-nanometer (3nm) chips, a significant leap from previous plans for more mature nodes.
This strategic shift aims to meet surging global demand for AI-related semiconductors. Total investment for the second Kumamoto facility has now been raised to approximately $17 billion, supported by substantial subsidies from the Japanese government. With the first plant already operational, the second fab is currently under construction and is scheduled to begin mass production by late 2027. This expansion cements Japan’s position as a critical hub for high-end logic chip manufacturing outside of Taiwan.
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