What this organisation is
TSMC held about 73 per cent of the pure-play foundry market by revenue in Q2 2026, and processes at 7 nm and below accounted for roughly 74 per cent of its wafer revenue in Q1 2026 — a statement about how advanced its own mix is, not about anyone else's capacity. Its leading-edge lines sit in the Hsinchu, Taichung and Tainan clusters this module publishes as markers. The company's overseas capacity is the largest single test of whether that concentration can be reduced: an announced Arizona investment of $265bn covering six logic fabs, two advanced-packaging facilities and an R&D centre, of which the first fab has run high-volume N4 production since the fourth quarter of 2024 and the second, on N3, targets volume production in the second half of 2027.
The organisation whose geographic concentration makes a regional security dispute a global economic file. Vigil records no percentage for the share of sub-7 nm capacity physically on Taiwan: the published company figures do not support the conversion, and the gap is stated rather than estimated.
Confidence: Moderate As of 2026-08Reviewed 2026-10-03
Official name: Taiwan Semiconductor Manufacturing Company
Published facilities
Each is a marker the module already publishes; the relationship is this record’s own claim, with its own grade and source.
Each claim carries its own kind. Nothing here is summed, and an announcement never counts as output.
The second Arizona fab, on N3, targets volume production in the second half of 2027.
Total announced Arizona investment of $265bn across six logic wafer fabs, two advanced-packaging facilities and an R&D centre — described by the company as the largest greenfield foreign direct investment in American history.
The first Arizona fab has run high-volume production on N4 since the fourth quarter of 2024.
Systems it belongs to
Supply systems it runs on
Commodities and outputs
Advanced-node semiconductors · Mature-node semiconductors
Owners, controllers and arrangements
Watch questions bearing on it
What remains unknown
- The proportion of the world's sub-7 nm capacity physically on Taiwan is not published in a defensible form; the module states the concentration qualitatively and attaches no percentage.
Assessed as of — 2026-08 Last reviewed — 2026-10-03