TSMC (NYSE: TSM) joins Sony in advanced image sensor manufacturing JV
Rhea-AI Filing Summary
Taiwan Semiconductor Manufacturing Company Limited and Sony Semiconductor Solutions Corporation signed a definitive agreement to establish Advanced Vision Semiconductor Manufacturing Corporation, a joint venture in Koshi City, Kumamoto Prefecture, Japan, focused on developing and manufacturing next-generation smartphone image sensors using advanced process technology.
Sony plans to contribute approximately 465 billion yen through cash and a company split transferring its newly constructed fab, while TSMC plans cash contributions of approximately 282 billion yen, with both made in phases based on market demand and other conditions. Sony will be the sole controlling shareholder, with the JV intended to be a consolidated subsidiary of Sony Group Corporation and led by a Sony-appointed Representative Director. The JV targets volume production in 2029 and contemplates additional investment supported by the Japanese government. Completion is subject to required regulatory approvals and customary closing conditions.
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Key Figures
Sony JV contribution: 465 billion yen
TSMC JV contribution: 282 billion yen
Target start of volume production: 2029
+3 more
6 metrics
Sony JV contribution
465 billion yen
Planned contribution via cash and asset transfer through a company split
TSMC JV contribution
282 billion yen
Planned phased cash contributions to the joint venture
Target start of volume production
2029
Expected commencement of volume image sensor production by the JV
Process technologies deployed
305
TSMC deployed 305 distinct process technologies in 2025
Products manufactured
12,682 products
TSMC manufactured 12,682 products for customers in 2025
Customers served
534 customers
TSMC served 534 customers with manufacturing services in 2025
Key Terms
joint venture, volume production, company split, consolidated subsidiary, +1 more
5 terms
joint venture financial
"for the establishment of Advanced Vision Semiconductor Manufacturing Corporation as a joint venture"
A joint venture is when two or more companies team up to work on a specific project or business idea, sharing both the risks and the rewards. It’s like friends starting a lemonade stand together—each contributes resources and they split the profits, making it easier to succeed than going alone.
volume production technical
"required for the volume production of image sensors for smartphones"
company split financial
"through a combination of cash contributions and the transfer of its assets* through a company split"
consolidated subsidiary financial
"the JV is planned to operate as a consolidated subsidiary of Sony Group Corporation"
advanced process technology technical
"utilizing advanced manufacturing process technology"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What joint venture did TSMC (TSM) and Sony agree to establish?
TSMC and Sony agreed to form Advanced Vision Semiconductor Manufacturing Corporation, a joint venture in Kumamoto, Japan, focused on developing and manufacturing next-generation smartphone image sensors using advanced process technology.
How much will Sony invest in the new TSMC (TSM) and Sony image sensor JV?
Sony plans to contribute approximately 465 billion yen to the joint venture via cash and a company split transferring its newly constructed fab in Koshi City, Kumamoto Prefecture.
What is TSMC’s planned investment in the image sensor JV with Sony (TSM)?
TSMC plans to make phased cash contributions of approximately 282 billion yen to the joint venture, with timing tied to market demand and other business conditions.
Who will control the new image sensor JV between TSMC (TSM) and Sony?
Sony will be the sole controlling shareholder, and the joint venture is planned to operate as a consolidated subsidiary of Sony Group Corporation, with a Representative Director appointed by Sony.
When is the TSMC (TSM) and Sony image sensor JV expected to start volume production?
The joint venture expects to commence volume production in 2029, serving as a core hub for development and manufacturing of advanced-process image sensors for smartphones.
Is the TSMC (TSM) and Sony image sensor JV subject to regulatory approvals?
Yes. Establishment of the joint venture and completion of the transaction are subject to required regulatory approvals and other customary closing conditions before becoming effective.
1934 Act Registration No. 1-14700
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
_____________________________
FORM 6-K
_____________________________
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16 UNDER
THE SECURITIES EXCHANGE ACT OF 1934
For the month of August 2026
(Commission File Number: 001-14700)
_____________________________
Taiwan Semiconductor Manufacturing Company Limited
(Translation of Registrant’s Name Into English)
_____________________________
No. 8, Li-Hsin Road 6
Hsinchu Science Park
Hsinchu 300-096, Taiwan
Republic of China
(Address of Principal Executive Offices)
_____________________________
Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.
Form 20-F x Form 40-F o
Indicate by check mark if the registrant is submitting the Form 6-K in papers as permitted by Regulation S-T Rule 101(b)(1): o
Indicate by check mark if the registrant is submitting the Form 6-K in papers as permitted by Regulation S-T Rule 101(b)(7): o
| SIGNATURES | |||||||||||||||||||||||
| Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized. | |||||||||||||||||||||||
| Taiwan Semiconductor Manufacturing Company Limited | ||||||||||||||
| Date: August 11, 2026 | By | /s/ Wendell Huang | ||||||||||||
| Wendell Huang | ||||||||||||||
| Senior Vice President and Chief Financial Officer | ||||||||||||||
Sony Semiconductor Solutions and TSMC Agreed to Establish Joint Venture
for Next-Generation Image Sensors
HSINCHU, Taiwan, R.O.C. and ATSUGI, Japan, August 11, 2026 – Sony Semiconductor Solutions Corporation (“Sony”) and Taiwan Semiconductor Manufacturing Company Limited (“TSMC”) (TWSE: 2330, NYSE: TSM) today announced the execution of a legally binding definitive agreement for the establishment of Advanced Vision Semiconductor Manufacturing Corporation as a joint venture (“JV”) in Koshi City, Kumamoto Prefecture, Japan. The JV will serve as a core hub for the development and manufacturing activities required for the volume production of image sensors for smartphones utilizing advanced manufacturing process technology. The JV is expected to commence volume production in 2029.
Sony will be the sole controlling shareholder and the JV is planned to operate as a consolidated subsidiary of Sony Group Corporation. The Representative Director of the JV is planned to be appointed by Sony.
Pursuant to the definitive agreement, Sony plans to contribute approximately 465 billion yen to the JV through a combination of cash contributions and the transfer of its assets* through a company split. TSMC plans to make cash contributions of approximately 282 billion yen. These capital contributions are expected to be made in phases based on market demand and other relevant business conditions. In addition to these capital contributions by Sony and TSMC, investments required to realize the production capacity planned by the JV are being considered on the premise that they would receive support from the Japanese government.
Under the strategic partnership, Sony intends to take a leading role in the development of core image sensor technologies, as well as product planning and product design. The JV plans to leverage TSMC’s advanced process technology and manufacturing expertise to drive development and manufacturing activities required for the volume production. Through this collaboration, the companies intend to accelerate the commercialization of image sensor products driven by customer needs while advancing technological innovation and strengthening manufacturing capacity.
The establishment of the JV and completion of the transaction are subject to the receipt of required regulatory approvals and the satisfaction of other customary closing conditions.
All other aspects of the partnership remain unchanged from the announcement by Sony and TSMC titled “Sony Semiconductor Solutions and TSMC Enter Preliminary Agreement for Next-Generation Image Sensor Strategic Partnership” issued on May 8, 2026.
* Sony’s newly constructed fab in Koshi City, Kumamoto Prefecture, Japan, in which Sony has already invested.
About Sony Semiconductor Solutions
Sony Semiconductor Solutions Corporation is a wholly owned subsidiary of Sony Group Corporation and operates a semiconductor device business centered on image sensors. As a leading company in image sensors, it develops imaging technologies that provide convenience and enjoyment to individuals, and through advances in sensing technologies, expands the visual and recognition capabilities of people and machines, contributing to the creation of new value in society and industry.
For more information, please visit: https://www.sony-semicon.com/en/.
About TSMC
TSMC pioneered the pure-play foundry business model when it was founded in 1987, and has been the world’s leading dedicated semiconductor foundry ever since. The Company supports a thriving ecosystem of global customers and partners with the industry’s leading process technologies and portfolio of design enablement solutions to unleash innovation for the global semiconductor industry. With global operations spanning Asia, Europe, and North America, TSMC serves as a committed corporate citizen around the world.
TSMC deployed 305 distinct process technologies, and manufactured 12,682 products for 534 customers in 2025 by providing the broadest range of advanced, specialty and advanced packaging technology services. The Company is headquartered in Hsinchu, Taiwan. For more information please visit https://www.tsmc.com.
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| TSMC Spokesperson: | TSMC Media Contacts: | |||||||||||||
| Wendell Huang Senior Vice President and CFO | Nina Kao Head of Public Relations E-Mail: press@tsmc.com | |||||||||||||
Sony Semiconductor Solutions Corporate Public Relations: semicon.press@sony.com | ||||||||||||||