TSMC's overseas fabs turn real money: Arizona +663% YoY, Japan's Kumamoto profitable for the first time

2026-08-17 · part of TSMC Capacity Race

What happened

TSMC's four overseas subsidiaries earned a combined NT$58.5B in H1 2026 (+215% YoY). Arizona alone contributed NT$36.1B (+663% YoY, ~$1.1B, ~2.4% of TSMC's total net profit), though Q2 alone moderated to NT$17.3B (-8.2% QoQ) as depreciation from new construction bites. Japan's Kumamoto (JASM) fab turned profitable for the first time in 2026 (NT$951M Q1, NT$727M Q2) after 2025 losses — notable given this thread's prior entries on that fab's earthquake exposure. A risk flagged in the same coverage: the July Kumamoto quake's equipment requalification/calibration/wafer losses could weigh on JASM's Q3 numbers. (TrendForce, TSMC SEC 6-K)

Sources 1

TrendForce trendforce.com unrated

Credibility ratings combine two public datasets: Lin et al. 2023, PNAS Nexus 2(9):pgad286 (CC BY 4.0) for the domain-quality score, and Wikipedia's perennial-sources list (CC BY-SA 4.0) for the reliability tier. A rating describes an outlet's general record, never this particular article. Unrated means absent from those datasets — not a judgement.

The wider story

This event sits inside TSMC Capacity Race, which carries how it developed before and since.

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Adjacent threads (shared entities):

· ASML — the EUV Monopoly