During the Q1 2026 earnings call, TSMC Chairman and CEO Wei Zhejia disclosed that the company is actively working alongside its customers to develop the next-generation LPU (Logic Processing Unit). Earlier this year, in March, NVIDIA unveiled the Groq 3 (LP30) LPU, which is manufactured by Samsung. The company anticipates launching the Groq 3 LPX rack in the latter half of the year. NVIDIA has also outlined plans to introduce the LP35 LPU with the Rubin generation and the LP40 LPU with the Feyman generation, showcasing its commitment to advancing LPU technology.

In terms of financial performance, TSMC experienced a substantial year-on-year revenue increase of over 30% in USD terms. Looking ahead, the gross margins for the 3nm process are projected to reach average levels by the second half of 2026. Moreover, TSMC has announced that its capital expenditures for 2026 are estimated to range between $52 billion and $56 billion. The company also expects its annual capital expenditures for the next three years to be notably higher than those in previous years, reflecting its ongoing investment in cutting-edge technology and expansion. Additionally, TSMC has set a target for its A14 process to commence mass production in 2028, further solidifying its position as a leader in semiconductor manufacturing.