TSMC’s Arizona manufacturing site is increasingly contributing to the group’s revenue and profit, marking a pivotal shift as the plant transitions beyond initial ramp-up and helping bolster US semiconductor ambitions, driven by rising customer orders including Apple.
TSMC’s Arizona plant is becoming a more meaningful part of the group’s finances as customer orders deepen and the site moves beyond its initial ramp-up, according to data cited by Bank of America. The bank’s analysis suggests the Phoenix campus, once viewed mainly as a costly strategic outpost, is now contributing a rising share of both sales and profit. That shift matters because the project has long been used as a test case for whether advanced chipmaking can be scaled economically in the United States.
The Arizona site currently operates through three planned phases, with the first already in production on 4-nanometre chips. Reports have said the facility is making artificial intelligence processors for Nvidia, while packaging still takes place in Taiwan because TSMC’s most advanced back-end capacity remains there. Construction has also begun on the site’s first packaging plant, which should reduce that dependence if completed as intended. According to the Arizona Technology Council, the first fab entered high-volume production in late 2024 and produced a net profit of $150.1 million in the first half of 2025, reversing a loss in the same period a year earlier.
Apple has been one of the site’s earliest and most important customers. The Arizona Technology Council said the company planned to buy more than 100 million chips from the fab by the end of the year, underscoring how domestic semiconductor capacity is being tied to broader supply-chain commitments in the United States. That customer base has helped lift performance as volumes have increased and yields have improved.
The financial profile of the plant appears to have strengthened further in 2026. Wccftech, citing Bank of America data, said Arizona accounted for more than 4% of group sales in the second quarter, with revenue at the site exceeding NT$40 billion, even as profit contribution remained below the sales share. The same report said TSMC’s overall second-quarter revenue reached NT$1.2 trillion, up 36% year on year. Other industry reports have suggested the Arizona build-out is only the beginning, with TSMC having announced a far larger U.S. expansion that would add more fabs and advanced packaging capacity, though its timing will depend on demand.
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