TSMC on packaging at OCP-APAC, 2026-Aug
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MKWVentures
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hist78
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During TSMC’s earnings conference call in January 2026, TSMC CFO Wendell Huang stated that advanced packaging revenue contributed approximately 10% of TSMC’s 2025 revenue of US$122.42 billion.
"Wendell Huang - Taiwan Semiconductor Manufacturing Co Ltd - Senior Vice President, Finance and Chief Financial Officer / Spokesperson
Okay, Laura, the revenue contribution last year from advanced packaging is slightly over 10% (corrected by company after the call). It's about 8% in 2024. We expect it to grow faster than the corporate average, and account for low-teens % in 2026. (corrected by company after the call)
And the CapEx, yes, you are right, in the past, it's about 10%, lower than 10%. Now we're saying advanced packaging together with mask-making and others, accounted for between 10% to 20%. So you can see that, the investment, amount is higher."
TSMC didn't report packaging until 2025 which was slightly over 10%. Prior to that it was 5-9% from what I heard. 2026 will be a breakout year. TSMC has 7 packaging plants in operation with four more on the way. Two of those are in Arizona.
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