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TSMC posted record $40 billion revenue. Its stock fell 4%. Investors are no longer buying the AI spending story on faith.

TSMC raised its 2026 capex forecast to $60-64 billion from $52-56 billion. Record revenue was not enough. The Nasdaq 100 fell 1.4%. The chip index is down 19%.

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thenextweb.comStai leggendo22 h fa

TSMC posted record $40 billion revenue. Its stock fell 4%. Investors are no longer buying the AI spending…

TSMC raised its 2026 capex forecast to $60-64 billion from $52-56 billion. Record revenue was not enough. The Nasdaq 100 fell 1.4%. The chip index is down 19%.

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giovedì 16 luglio 2026·cryptobriefing.com
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.
giovedì 16 luglio 2026·economictimes.indiatimes.com
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…

TSMC posted record $40 billion revenue. Its stock fell 4%. Investors are no longer buying the AI spending story on faith.

Confronto fonti

TSMC posted record $40 billion revenue. Its stock fell 4%. Investors are no longer buying the AI spending…

Timeline cronologica

TSMC's second-quarter profit expected to reach record high amid AI boom

Global Market: TSMC likely to post record Q2 profit as AI chip demand powers growth

TSMC posts record 77% profit jump as AI demand surges, but chip stocks shrug

Taiwan Semi’s AI Spending Spree Tests Investor Nerves as Capex Surges - Taiwan Semiconductor (NYSE:TSM)

Why TSM stock fell despite record TSMC earnings: Q2 profit soars 77%, $100 billion Arizona investment…

TSMC posts record profit as AI chip demand fuels 77.4% surge

TSMC posts record profit and pledges $100bn to expand US manufacturing

TSMC posts record profit as AI chip demand fuels 77.4% surge

TSMC sees strong AI chip demand, maintains 30% revenue growth outlook for 2026

TSMC plans further $100bn US investment to feed AI demand

TSMC profits surge 77% on AI demand, signaling sustained compute buildout

TSMC posts record profit, boosts US investment by $100B

TSMC to invest another $100 billion in US as Q2 profit blows past forecasts - The Economic Times

TSMC Stock Falls Pre-Market Despite Record Q2 Profit - Taiwan Semiconductor (NYSE:TSM)

TSMC shares fall in premarket despite record-breaking Q2 profits

Why TSM stock fell despite record TSMC earnings: Q2 profit soars 77%, $100 billion Arizona investment explained

TSMC posts record 77% profit jump as AI demand surges, but chip stocks shrug

TSMC posts record profit and pledges $100bn to expand US manufacturing

Taiwan Semi’s AI Spending Spree Tests Investor Nerves as Capex Surges - Taiwan Semiconductor (NYSE:TSM)

Taiwan Semiconductor beats earnings expectations, forecasts $45B revenue next quarter

TSMC's record-breaking quarter somehow triggers a 7.3% stock plunge and an Asian chip selloff

TSMC posted record $40 billion revenue. Its stock fell 4%. Investors are no longer buying the AI spending story on faith.