Wafer capacity (12-inch equivalent)
15.0 million 12-inch equivalent wafers shipped in 2025, up from 12.9 million in 2024; annual capacity above 17 million
The numbers
What it is
Wafer shipments measure how much output TSMC sells across all nodes, in 12-inch equivalent wafers. The 2026 AGM minutes give the 2025 totals and the 2025 capacity figure.
Why it matters to the stock. Shipments versus capacity show whether TSMC is sold out at the leading edge. They are the physical side of the revenue numbers.
News
TSMC board approves US$29.4B capital appropriation, NT$7.0 Q2 dividend and Sony image-sensor JV
At its August 11 board meeting TSMC approved capital appropriations of about US$29.44 billion for advanced nodes, advanced packaging, mature and specialty capacity, and fab construction.
TSMC raises 2026 revenue growth outlook to more than 40% and lifts capex to US$60-64B
With its Q2 results TSMC raised its full-year 2026 outlook to revenue growth of more than 40% in US dollar terms, up from more than 30% given in April.