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UBS: TSMC's 'Surprise CapEx Hike' Reinforces Confidence In AI Supply Chain
"More importantly, TSMC's constructive commentary could help restore market confidence, as many..."
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cryptobriefing.com
TSMC revenue hits record high, driven by AI demand from Nvidia, Apple
TSMC reports record revenue driven by AI demand from Nvidia and Apple. Alphabet's chance to be the second-largest company by market cap on July 31 at 26% YES.
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techspot.com
TSMC posts blowout $39 billion quarter, raising the same old AI question: is this sustainable?
TSMC sits at the center of that buildout. The company manufactures many of the world's most advanced chips used in AI data centers, including processors designed by...
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TSMC's second-quarter profit expected to reach record high amid AI boom
TSMC is expected to post a record $19.65 billion net profit in Q2 2026, up 59% year-over-year, as AI chip demand reshapes semiconductor and crypto markets.
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economictimes.indiatimes.com
TSMC: TSMC's second-quarter profit seen hitting record on AI boom - The Economic Times
Analysts said demand for Taiwan Semiconductor Manufacturing Co's (TSMC) 3-nanometre and 2-nanometre process technologies for AI chips, as well as for its advanced chip…
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Global Market: TSMC likely to post record Q2 profit as AI chip demand powers growth
Taiwan Semiconductor Manufacturing Co. is expected to report another record quarterly profit. Robust global demand for artificial intelligence infrastructure continues to fuel…
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asia.nikkei.com
TSMC posts record profit as AI chip demand fuels 77.4% surge
Stellar result comes as investors fret over sustainability of global buildout
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TSMC sees strong AI chip demand, maintains 30% revenue growth outlook for 2026
TSMC reports strong AI chip demand and maintains 30% revenue growth outlook for 2026. Anthropic's valuation hitting $1.25T by December at 91% YES.
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france24.com
Taiwan chipmaker TSMC reports record quarterly profit
Taiwanese chipmaker TSMC reported a record net profit for the second quarter on Thursday, fuelled by massive demand for artificial intelligence hardware.
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TSMC plans further $100bn US investment to feed AI demand
Taiwanese chipmaker raises full-year capex to $64bn, revenue growth forecast to 40%
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TSMC profits surge 77% on AI demand, signaling sustained compute buildout
TSMC profits surged 77% year-over-year on booming AI chip demand, with advanced nodes generating 77% of wafer revenue and implications for crypto compute.
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dailysabah.com
TSMC posts record profit, boosts US investment by $100B
Taiwanese chipmaker TSMC will invest an additional $100 billion in the U.S. state of Arizona, the company said Thursday, as it reported a record quarterly...
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TSMC to invest another $100 billion in US as Q2 profit blows past forecasts - The Economic Times
TSMC will invest an additional $100 billion in Arizona, expecting robust AI demand. The company raised its capital spending forecast significantly for the current year. This…
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Global Market: TSMC to invest additional $100 billion in Arizona, raises capex on booming AI demand
TSMC will invest an additional one hundred billion dollars in Arizona facilities. This expansion underscores strong confidence in future artificial intelligence demand. The…
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scmp.com
TSMC pledges extra US$100b for Arizona fab expansion amid soaring AI chip demand
Riding on the AI boom, the Taiwanese chipmaker’s net income jumped 77 per cent to NT$706.6 billion (US$22 billion) in the second quarter.
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zerohedge.com
UBS: TSMC's 'Surprise CapEx Hike' Reinforces Confidence In AI Supply Chain
"More importantly, TSMC's constructive commentary could help restore market confidence, as many..."
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TSMC posts record 77% profit jump as AI demand surges, but chip stocks shrug
TSMC posted a 77.4% profit jump in Q2 2026, its fifth consecutive record quarter driven by AI demand, but chip stocks showed a muted reaction.
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euronews.com
TSMC posts record profit and pledges $100bn to expand US manufacturing
Taiwan Semiconductor Manufacturing Company (TSMC) beat Wall Street expectations on Thursday with a record second-quarter net profit, up 77% from a year earlier, while pledging a…
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fortune.com
Taiwan's chip superpower just pledged another $100 billion to help the U.S. get its act together | Fortune
TSMC raised its 2026 revenue forecast above 40% growth after profit jumped 77% on AI demand.
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benzinga.com
Taiwan Semi’s AI Spending Spree Tests Investor Nerves as Capex Surges - Taiwan Semiconductor (NYSE:TSM)
TSMC reports record profits and strong demand for AI processors, but investors are concerned about its increased capex.