TSMC Confirms CoPoS Glass Substrate Pilot Line Maturity in Second Half of 2027
TSMC management stated during its second-quarter earnings call that the company’s CoPoS glass-substrate pilot line will require about another year to reach maturity. The timeline points to the second half of 2027, at which point the firm will begin simulating the final 510-by-515-millimeter glass format on the pilot line, moving past the current 250-by-250-millimeter dimensions.
The remark clarified that the cost-reduction alternative refers to the glass carrier, while partnerships with substrate vendors apply to the glass core substrate. The company did not mention a glass interposer, aligning with its established architecture. Because a mature pilot line differs from mass production, supply chain equipment and materials suppliers currently tied to the technology may face shifts in final vendor selection. Management indicated that partners including Ibiden and Innolux could reference the same 2027 timeline during their upcoming earnings reports.
From the sources (25 posts)
@financialjuice$TSM TSMC Q2 2026 Earnings Net income NT$706.6B, est. NT$623.73B Gross margin 67.7%, est. 67.1% TSMC has begun to push back on ASML's pricing plan -The Information
@aaronwei3n$TSM 2Q26 Earnings – Quick Summary Revenue: US$40.2bn / NT$1.27tn, reaching the high end of guidance, up 12% QoQ and 34% YoY. Margins beat guidance: Gross margin reached 67.7% (above the 67.5% upper end of guidance), while operating marg
@firstsquawkTSMC posts record profit as AI chip demand fuels 77.4% surge - NA
@cnbcTSMC second-quarter profit jumps 23%, beating estimates, on high-end chip boom
@jukan05* TSMC 2Q NET INCOME NT$706.6B, EST. NT$623.73B * TSMC 2Q GROSS MARGIN 67.7%, EST. 67.1% * TSMC Operating profit NT$766.6 billion, estimate NT$742.75 billion * TSMC Operating margin 60.3%, estimate 58.6%
@andrewcurran_TSMC just crushed estimates.
@dnystedtTSMC 2nd Quarter 2026 Earnings Revenue US$40.2B up 33.7% YoY, exact top of guide Gross Margin 67.7% vs guide 65.5% - 67.5% -BEAT Opng Margin 60.3% vs guide 56.5% - 58.5% -BEAT Net Profit US$22.37B vs expected $19.65B -BEAT EPS US$4.31 per
@dnystedt2/ TSMC Q2 in Taiwan Dollars Revenue NT$1.27 trillion vs NT$933.8B Net Profit NT$706.56B, up 77.4% and BEAT expected NT$632.6B EPS NT$27.25, up 77.4% Second quarter net profit hit another all-time-high, while revenue increased 12% versus Q
@dnystedt3/ TSMC Q2 latest 2nm hits 3% of wafer revenue 2nm 3% of wafer revenue vs X in Q1 3nm 30% vs 25% 5nm 33% vs 36% 7nm 11% vs 13% Advanced technologies 7nm and below were 77% of total wafer revenue, up from 74% in Q1 2nd quarter wafer shipme
@dnystedt6/ TSMC Q2 Gross margin improved over Q1 mainly due to cost improvement efforts and a higher capacity utilization rate. -Cash & Marketable securities rose to NT$3.52 trillion, up NT$134.41 billion -Inventory rose 7 days to 87 days, due to
@dnystedt7/ TSMC Guidance for 3Q 2026 Sees revenue US$44.6 to $45.8 billion, up 12% sequentially, or 37% at midpoint Gross Margin 65% and 67% Operating Margin 56% and 58%
@aaronwei3nTSMC 3Q26 Guidance Revenue: US$44.6–45.8bn, implying 11–14% QoQ growth (midpoint: US$45.2bn, +12.4% QoQ), driven by continued strong AI-related demand. Gross margin: 65–67%, down sequentially from 67.7% in 2Q26, mainly reflecting NTD appr
@jukan05TSMC 3Q26 Guidance Revenue $44.6bn ~ $45.8bn vs. $43.11bn GPM 65% ~ 67% vs. 65.88%
@firstsquawkTSMC Sees Strong Market Demand for Cutting-Edge Chip Manufacturing
@firstsquawkTSMC Expects 2026 Capital Expenditure to Reach Up to $64 Billion, Above Prior Forecast
@firstsquawkTSMC Confident Capacity Expansion Plans Will Proceed Without Bottlenecks
@dnystedt8/ TSMC 2026 Capital Expenditures Raises guidance to US$60 - $64 billion from “above $56 billion” previously $ASML $TSM $AMAT $LRCX $KLAC $TOELY
@techmemeTSMC reports Q2 revenue up 36% YoY to ~$39.45B, net income up 77.4% YoY to ~$21.9B, both above est., and says chips 7nm or smaller were 77% of its wafer revenue (Jenny Lee / CNBC) (Visit Techmeme dot com for the link and full context!)
@jukan052026 capex 60~64B
@firstsquawkTSMC Says Strong Market Demand Expected to Persist in Q3
@firstsquawkTSMC Says Customer Feedback Points to Robust Market Outlook
@dnystedt10/ TSMC Chairman C.C. Wei -Full year 2026 revenue will rise by slightly above-40% year-on-year in US$
@firstsquawkTSMC Highlights AI as Key Driver of Data Center CPU Demand
@dnystedt11/ TSMC Chairman C.C. Wei We are stepping up our capex investment to meet our customers’ future demand Announces additional US$100 billion investment in Arizona
@firstsquawkTSMC Announces Another $100 Billion U.S. Investment Expansion Plan