TOP 250 COMPANIES

Data Centre Leader: C. C. Wei Industry: Semiconductors

TSMC fabricates the silicon that data centre compute now depends on. The Taiwanese foundry held close to 70 % of the global foundry market in 2025 according to Trendforce research, and manufactures accelerators for NVIDIA, AMD and Broadcom alongside custom chips designed in-house by hyperscalers. High-performance computing accounted for 61 % of firstquarter 2026 revenue, up from 53 % a quarter earlier, a shift that tracks hyperscale capital spending directly. Its CoWoS advanced packaging lines, which bind logic dies to high-bandwidth memory, are booked through 2027 and function as the practical ceiling on accelerator supply. Volume production on the 2nm N2 node began in late 2025 at Kaohsiung, with capacity committed well ahead of output. Capital expenditure guidance of US $ 60-64bn for 2026 funds that ramp plus fabs in Arizona, Kumamoto and Dresden, extending manufacturing closer to the markets building AI infrastructure.

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