
TSMC
Chip foundry, N2, A16, CoWoS packaging
TSMC, founded in Taiwan in 1987, builds chips that other companies design. It makes most of the world's most advanced chips, including Apple's, NVIDIA's and AMD's. Its CoWoS packaging is a key bottleneck for AI chips.
- N2 (2 nm class) in volume production since Q4 2025. A16 is planned for the second half of 2026.
- Pledged $165B in total for US factories, packaging and R&D in Arizona.
- Makes nearly all leading AI chips and packages them with CoWoS.
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