Taiwan Semiconductor Secures $44.96B Capex, Ramps 2nm Production With New ASML EUV Tool
Taiwan Semiconductor reported full-year 2025 revenues of $122.42 billion and net income of $55.22 billion with a record 62.3% gross margin while securing board approval for a historic $44.96 billion capital injection. Taiwan Semiconductor has begun 2nm volume production, advanced its 1.4nm roadmap, and stands to benefit from ASML's High NA EUV machines.
1. Strong Full-Year 2025 Financial Performance
Taiwan Semiconductor delivered full-year 2025 revenues of $122.42 billion and net income of $55.22 billion, achieving a record gross margin of 62.3%.
2. Board Approves Historic Capital Injection
In February 2026, the board approved a $44.96 billion capital budget—the largest in company history—to expand capacity and meet surging high-performance computing demand.
3. Advanced Node Production and Roadmap
The company has begun 2nm volume production and is advancing its 1.4nm node roadmap, while planning 3nm output at its second Japan fab to diversify geographic risk.
4. Benefits from ASML's High NA EUV Technology
Taiwan Semiconductor stands to simplify next-generation chip manufacturing with ASML's new High NA EUV tools, which cost around $400 million each and promise higher precision and throughput.