Four US fabs fully booked, second Arizona fab pulls 3nm tool-install into Q3 2026; full-year revenue guided up >30% on AI demand still outpacing supply
TSMC
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Tan calls 2026 an 'execution year': 18A in high-volume manufacturing, a preliminary Apple foundry deal, but zero fully committed external 14A customers
The AGI CPU (136 Neoverse V3 cores, TSMC 3nm) marks Arm's move from pure IP to direct silicon; its open Chiplet System Architecture courts 60+ partners