Company file
TSMC
The ownership-side benchmark: competitive capacity, utilization, and process leadership determine whether physical assets create leverage.
Research note only. Market-share evidence is an industry estimate and is visually separated from filing-grade facts.
Governed evidence
Claims in the registry
TSMC planned $52 billion to $56 billion of capital expenditure in 2026.
Registry exception. The supplied registry labels this claim Corroborated but provides one source. Independent corroboration remains pending; the original state is preserved rather than silently rewritten.
Caveat. Update after future earnings reports.
Open source
TrendForce estimated TSMC had 70.2% of global foundry revenue in Q2 2025.
Caveat. Revenue share estimate, not advanced-node wafer share.
Open source
Intel is a caution, while TSMC is evidence that competitive, highly utilized manufacturing ownership can produce superior economics.
Caveat. Avoid claiming that all owned capacity creates value.
Open sources
Capacity-control audit
Ten factors, deliberately not scored.
The supplied pack contains no canonical company scores. Each factor remains “not rated” until an evidence record and scoring rationale are published.
- Owned critical capacityNot rated
- Contract duration and firmnessNot rated
- Supplier diversificationNot rated
- Second-source readinessNot rated
- Packaging and memory controlNot rated
- Geographic resilienceNot rated
- Customer matchingNot rated
- Downside absorptionNot rated
- Process or product co-optimizationNot rated
- Disclosure qualityNot rated