TSMC to Build 9 New Fabs This Year, Facility Suppliers See Booming Orders
TSMC plans to build nine new factories and convert production capacity this year, benefiting facility-related suppliers such as Han Tang, Zhaolian Industrial, Fan Xuan, and He Song, who are seeing booming orders. This expansion highlights robust growth in the semiconductor supply chain.
📋 Article Processing Timeline
- 📰 Published: May 1, 2026 at 10:08
- 🔍 Collected: May 1, 2026 at 10:31 (23 min after Published)
- 🤖 AI Analyzed: May 2, 2026 at 07:24 (20h 53m after Collected)
Central News Agency
(Central News Agency reporter Chang Chien-chung, Hsinchu, 1st) Wafer foundry leader TSMC (2330) is accelerating its capacity expansion, with plans to promote 9 new fabs and capacity conversions this year. TSMC's facility-related suppliers, including Han Tang (2404), Zhaolian Industrial (6944), Fan Xuan (6196), and He Song (6826), are benefiting from booming orders.
TSMC statistics show that from 2017 to 2021, there were an average of 4 new fabs and capacity conversions per year. In 2022, there were 3, in 2023 there were 4, in 2024 there will be 6, and in 2025, the scale will further increase to 9. TSMC will have another 9 new fabs and capacity conversions in 2026.
As TSMC accelerates its capacity expansion, the operations of facility-related suppliers such as Han Tang, Zhaolian, Fan Xuan, and He Song are benefiting. Han Tang, Fan Xuan, and He Song all achieved record-high profits in 2025. Han Tang's earnings per share reached NT$48.08, Fan Xuan's NT$15.5, and He Song's NT$27.33.
Zhaolian Industrial saw both revenue and profit hit record highs in 2025, with revenue reaching NT$16.913 billion, net profit after tax of NT$2.372 billion, and earnings per share of NT$32.29.
Han Tang and Zhaolian Industrial's orders remain robust. Han Tang has an order backlog exceeding NT$100 billion, and Zhaolian Industrial's order backlog reached NT$21.26 billion, a new record high.
Fan Xuan received TSMC's 2025 Excellent Safety Performance Award for New Fab Construction, and He Song received TSMC's 2025 Excellent Performance Award for New Fab Construction. Both companies also have very robust orders.
Fan Xuan's order backlog reached a record high of NT$108.17 billion. He Song's transaction price for unfulfilled performance obligations for various projects reached NT$40.678 billion, which will be recognized as revenue as the projects are completed. Fan Xuan and He Song's order backlogs or unfulfilled project amounts are both more than double their 2025 revenues, which will be a major support for their operations this year and next. (Editors: Chang Liang-chih, Wan Shu-chang) 1150501
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(Central News Agency reporter Chang Chien-chung, Hsinchu, 1st) Wafer foundry leader TSMC (2330) is accelerating its capacity expansion, with plans to promote 9 new fabs and capacity conversions this year. TSMC's facility-related suppliers, including Han Tang (2404), Zhaolian Industrial (6944), Fan Xuan (6196), and He Song (6826), are benefiting from booming orders.
TSMC statistics show that from 2017 to 2021, there were an average of 4 new fabs and capacity conversions per year. In 2022, there were 3, in 2023 there were 4, in 2024 there will be 6, and in 2025, the scale will further increase to 9. TSMC will have another 9 new fabs and capacity conversions in 2026.
As TSMC accelerates its capacity expansion, the operations of facility-related suppliers such as Han Tang, Zhaolian, Fan Xuan, and He Song are benefiting. Han Tang, Fan Xuan, and He Song all achieved record-high profits in 2025. Han Tang's earnings per share reached NT$48.08, Fan Xuan's NT$15.5, and He Song's NT$27.33.
Zhaolian Industrial saw both revenue and profit hit record highs in 2025, with revenue reaching NT$16.913 billion, net profit after tax of NT$2.372 billion, and earnings per share of NT$32.29.
Han Tang and Zhaolian Industrial's orders remain robust. Han Tang has an order backlog exceeding NT$100 billion, and Zhaolian Industrial's order backlog reached NT$21.26 billion, a new record high.
Fan Xuan received TSMC's 2025 Excellent Safety Performance Award for New Fab Construction, and He Song received TSMC's 2025 Excellent Performance Award for New Fab Construction. Both companies also have very robust orders.
Fan Xuan's order backlog reached a record high of NT$108.17 billion. He Song's transaction price for unfulfilled performance obligations for various projects reached NT$40.678 billion, which will be recognized as revenue as the projects are completed. Fan Xuan and He Song's order backlogs or unfulfilled project amounts are both more than double their 2025 revenues, which will be a major support for their operations this year and next. (Editors: Chang Liang-chih, Wan Shu-chang) 1150501
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