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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.
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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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taipeitimes.com
TSMC sales hit record on AI demand - Taipei Times
Bringing Taiwan to the World and the World to Taiwan
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cryptobriefing.com
TSMC rides AI boom to fifth straight quarter of record profit
TSMC posts a fifth straight record quarter with Q2 2026 revenue near $39.6 billion, driven by AI chip demand. What it means for crypto and tech markets.
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TSMC and ASML earnings loom large as tech stocks nurse wounds from June selloff
TSMC and ASML report Q2 2026 earnings amid a tech stock selloff. Here's what their results mean for AI spending, semiconductors, and crypto markets.
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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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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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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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benzinga.com
TSMC Stock Falls Pre-Market Despite Record Q2 Profit - Taiwan Semiconductor (NYSE:TSM)
Taiwan Semiconductor Manufacturing Co. beat Q2 estimates with record profit as AI chip demand fueled growth and lifted its Q3 outlook.
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hindustantimes.com
Why TSM stock fell despite record TSMC earnings: Q2 profit soars 77%, $100 billion Arizona investment explained
TSMC reported a 77% Q2 profit jump and announced a $100 billion Arizona investment. Here's why TSM stock still fell despite record earnings.
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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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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.