TSMC Raises 2026 Capital Spending To $64 Billion On Profit Beat And $100 Billion Arizona Investment

@financialjuice

$TSM TSMC Q2 2026 Earnings Net income NT$706.6B, est. NT$623.73B Gross margin 67.7%, est. 67.1% TSMC has begun to push back on ASML's pricing plan -The Information

@aaronwei3n

$TSM 2Q26 Earnings – Quick Summary Revenue: US$40.2bn / NT$1.27tn, reaching the high end of guidance, up 12% QoQ and 34% YoY. Margins beat guidance: Gross margin reached 67.7% (above the 67.5% upper end of guidance), while operating marg

@firstsquawk

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

@cnbc

TSMC second-quarter profit jumps 23%, beating estimates, on high-end chip boom

@jukan05

* TSMC 2Q NET INCOME NT$706.6B, EST. NT$623.73B * TSMC 2Q GROSS MARGIN 67.7%, EST. 67.1% * TSMC Operating profit NT$766.6 billion, estimate NT$742.75 billion * TSMC Operating margin 60.3%, estimate 58.6%

@andrewcurran_

TSMC just crushed estimates.

@dnystedt

TSMC 2nd Quarter 2026 Earnings Revenue US$40.2B up 33.7% YoY, exact top of guide Gross Margin 67.7% vs guide 65.5% - 67.5% -BEAT Opng Margin 60.3% vs guide 56.5% - 58.5% -BEAT Net Profit US$22.37B vs expected $19.65B -BEAT EPS US$4.31 per

@dnystedt

2/ TSMC Q2 in Taiwan Dollars Revenue NT$1.27 trillion vs NT$933.8B Net Profit NT$706.56B, up 77.4% and BEAT expected NT$632.6B EPS NT$27.25, up 77.4% Second quarter net profit hit another all-time-high, while revenue increased 12% versus Q

@dnystedt

3/ TSMC Q2 latest 2nm hits 3% of wafer revenue 2nm 3% of wafer revenue vs X in Q1 3nm 30% vs 25% 5nm 33% vs 36% 7nm 11% vs 13% Advanced technologies 7nm and below were 77% of total wafer revenue, up from 74% in Q1 2nd quarter wafer shipme

@dnystedt

6/ TSMC Q2 Gross margin improved over Q1 mainly due to cost improvement efforts and a higher capacity utilization rate. -Cash & Marketable securities rose to NT$3.52 trillion, up NT$134.41 billion -Inventory rose 7 days to 87 days, due to

@dnystedt

7/ TSMC Guidance for 3Q 2026 Sees revenue US$44.6 to $45.8 billion, up 12% sequentially, or 37% at midpoint Gross Margin 65% and 67% Operating Margin 56% and 58%

@aaronwei3n

TSMC 3Q26 Guidance Revenue: US$44.6–45.8bn, implying 11–14% QoQ growth (midpoint: US$45.2bn, +12.4% QoQ), driven by continued strong AI-related demand. Gross margin: 65–67%, down sequentially from 67.7% in 2Q26, mainly reflecting NTD appr

@jukan05

TSMC 3Q26 Guidance Revenue $44.6bn ~ $45.8bn vs. $43.11bn GPM 65% ~ 67% vs. 65.88%

@firstsquawk

TSMC Sees Strong Market Demand for Cutting-Edge Chip Manufacturing

@firstsquawk

TSMC Expects 2026 Capital Expenditure to Reach Up to $64 Billion, Above Prior Forecast

@firstsquawk

TSMC Confident Capacity Expansion Plans Will Proceed Without Bottlenecks

@dnystedt

8/ TSMC 2026 Capital Expenditures Raises guidance to US$60 - $64 billion from “above $56 billion” previously $ASML $TSM $AMAT $LRCX $KLAC $TOELY

@techmeme

TSMC reports Q2 revenue up 36% YoY to ~$39.45B, net income up 77.4% YoY to ~$21.9B, both above est., and says chips 7nm or smaller were 77% of its wafer revenue (Jenny Lee / CNBC) (Visit Techmeme dot com for the link and full context!)

@jukan05

2026 capex 60~64B

@firstsquawk

TSMC Says Strong Market Demand Expected to Persist in Q3

@firstsquawk

TSMC Says Customer Feedback Points to Robust Market Outlook

@dnystedt

10/ TSMC Chairman C.C. Wei -Full year 2026 revenue will rise by slightly above-40% year-on-year in US$

@firstsquawk

TSMC Highlights AI as Key Driver of Data Center CPU Demand

@dnystedt

11/ TSMC Chairman C.C. Wei We are stepping up our capex investment to meet our customers’ future demand Announces additional US$100 billion investment in Arizona

@firstsquawk

TSMC Announces Another $100 Billion U.S. Investment Expansion Plan