Commentary: TSMC Arizona profit tops SMIC and UMC combined, fueled by three key drivers

Digitimes
By Charlene ChenMay 19, 2026, 12:42 am105 pts
TSMC's Arizona fab has turned profitable, surprising the market and supply chain after years of warnings from founder Morris Chang and others that overseas fabs could lose money. Supply-chain sources say the US plant has now benefited from six years of process tweaks and ramp-up, while three factors drove the…

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