TSMC-Mitarbeiter drohen mit Streiks trotz 58-Prozent-Profitanstieg wegen Bonuskürzungsgerüchten

Of course, TSMC has a special place within Taiwan's discourse, with the company often labeled as the "sacred mountain defending the nation." It is precisely because of this backdrop that the ongoing outpouring of rage against TSMC feels particularly jarring.

Bear in mind that TSMC is doing quite well for itself in the midst of the ongoing boom around AI-related compute, with the company's profit jumping by 58 percent year-over-year in Q1 2026 to a new record. To be precise, they say 原因不公開.

The speculated reasons seem to fall into four broad categories: Cost burden from U.S. fabs overseas expansion Higher capex investment burden from new technologies Prioritizing shareholder returns and dividends Some internal reason they… Even so, TSMC appears to be in no mood to cede ground on capacity and technology leadership, with as many as 12 different fabs currently in various stages of construction to cement its lead on 2 nm and A14 (1.4 nm) nodes.

Technik und Auswirkungen

This huge ongoing CapEx outlay might explain why the fab giant might be mulling a bit of belt-tightening on its employee-related expenses. Of course, the stakes here are much higher than those at Samsung. After all, TSMC is the beating heart of the ongoing AI-focused build out of data centers.

Without the AI chips and GPUs manufactured at scale within TSMC's fabs, the AI gold rush will most certainly implode, taking trillions of dollars in investments with it. As such, we would hazard a guess that TSMC will likely cave at the first inkling of a Samsung-style strike, which only incentivizes its employees to create a louder din on media platforms.

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