TSMC stock
On September 18, 2026, TSMC entered a strategic collaboration with Amazon Web Services (AWS) to manufacture next--generation AI accelerators utilizing the N3P (3nm) process technology. Under the terms of the agreement, TSMC will allocate dedicated capacity at its Arizona Fab 2, which is slated to begin volume production in 2027, to support the production of AWS's proprietary Trainium and Inferentia silicon. This partnership underscores the accelerating shift among hyperscalers toward custom--designed AI hardware and reinforces TSMC's dominance in the advanced node foundry market, providing a stable long--term revenue stream from the cloud infrastructure sector.