TSMC

TSMC's Q3 2026 results hit record highs with revenue up 50.9% and net profit up 68.7%, driven by strong demand.

• •Revenue for Q3 2026 reached 1,494.2 billion TWD (approx. 7,290 billion JPY), a 50.9% increase year-over-year.
• •Net profit rose 68.7% to 763.0 billion TWD, setting a new quarterly record.
• •Chairman Wei stated that demand is extremely solid.

Despite receiving 2 trillion yen in support and owning a 2nm semiconductor plant, Rapidus faces customer concerns; its partnership with 17 companies including Toshiba aims to challenge TSMC's dominance.

• •Rapidus has received 2 trillion yen in support and owns a 2nm semiconductor plant, yet concerns remain about a lack of customers.
• •The company has partnered with 17 semiconductor design firms, including Toshiba, to address its biggest challenge.
• •The partnership is evaluated as a key to reviving Japanese semiconductors and potentially breaking TSMC's stronghold.

ラピダスは7兆円規模の国家プロジェクトとして2ナノメートル半導体の量産化に挑む。TSMCとの規模競争を避け、設計から後工程までを一棟で完結する「RUMS」方式による多品種生産で差別化を図る戦略を説明している。

• •ラピダスは台湾TSMCとの直接的な規模競争を避け、独自のアプローチで2ナノ半導体の量産化を目指す
• •設計から前後工程までを一棟で完結させる「RUMS」方式を採用し、多品種少量生産における競争優位性を追求する
• •北海道を「次のシリコンバレー」へと変革するビジョンを掲げ、小池淳義社長がその戦略的勝算を語っている

ソニーとTSMCが熊本に合弁会社を設立し、計約7470億円を拠出。2029年からのスマホ向け次世代イメージセンサー量産を目指し、確定契約を締結した。

• •ソニーとTSMCは熊本県合志市に合弁会社を設立し、半導体製造拠点を強化する
• •総額約7470億円を段階的に拠出し、2029年からの量産開始を目標としている
• •5月に基本合意した内容を法的拘束力のある確定契約として正式に締結した

TSMC announced a 250 million yen donation for Kumamoto earthquake relief, while its Kumamoto No. 1 factory resumed normal production after a temporary halt.

• •Taiwan's TSMC donated 250 million yen to support victims of the Reiwa 8 Kumamoto earthquake.
• •The Kumamoto No. 1 factory, which had temporarily suspended operations due to the earthquake, has resumed normal production.
• •This is an example of a major semiconductor manufacturer simultaneously handling disaster response and contributing to the local community.