TSMC reported Q2 2026 net income surging 77.4% as CFO Wendell Huang doubled down on AI megatrends with $100 billion Arizona expansion and raised CapEx

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%.

TSMC posted record Q2 revenue of $40.2B and raised its 2026 growth outlook above 40%, signaling sustained AI chip demand with major implications for crypto

Speaking in an exclusive interview with CNBC, TSMC's Wendell Huang said the fresh investment comes on the back of robust customer demand.

TSMC reported Q2 2026 net income surging 77.4% as CFO Wendell Huang doubled down on AI megatrends with $100 billion Arizona expansion and raised CapEx

Crescita ai tsmc continua a stupire. Ricavi in aumento e investimenti strategici per il futuro dell'intelligenza artificiale.