
Taiwan Semiconductor Manufacturing Co (NYSE:TSM) posted its first profit from its Arizona unit, bearing testimony to its moat even as Samsung (OTC:SSNLF) and Intel (NASDAQ:INTC) step up efforts to chip away at its dominance.
The Taiwanese contract chipmaker’s Arizona arm turned profitable for the first time in 2025. This milestone comes as Samsung expands in packaging and Intel seeks government backing to challenge the Taiwanese giant.