TSMC’s Japan joint venture fab JASM achieved its first quarterly profit in Q1 2026, marking a major milestone for TSMC’s overseas mature-node expansion. The Kumamoto-based fab posted NT951million( 951million( 29.5M) in profit , of which TSMC’s share was NT$691 million.

JASM started production in late 2024 and recorded a full-year loss of NT$9.8 billion in 2025. The turnaround in Q1 2026 was driven by recovering mature-node demand, higher utilization, improved yields, and stabilizing depreciation costs.

Meanwhile, TSMC’s Arizona fab also saw strong performance, with Q1 net profit of NT18.81billion∗∗andTSMC’sshareat∗∗NT18.81billion∗∗andTSMC’sshareat∗∗NT16.91 billion.

ICgoodFind: TSMC’s overseas fabs are hitting their stride – Japan turns profitable, Arizona ramps up, validating the global capacity build-out.