TSMC Adds $100 Billion to New Arizona Chip Fabs, Raising Total U.S. Investment Pledge to $265 Billion
TSMC announced an additional $100 billion investment in Arizona to build semiconductor logic and advanced packaging facilities for 2-nanometer chips and below, bringing the company's total planned U.S. expenditure to $265 billion. The expansion follows second-quarter earnings that saw net income surge 77% to $22.36 billion, driven by strong demand for cutting-edge process nodes that accounted for 77% of wafer revenue.
The company raised its full-year 2026 revenue growth guidance to slightly above 40% year-on-year and increased its capital expenditure budget to a $60 billion to $64 billion range. Chairman C.C. Wei projected that AI-driven chip demand will remain robust through 2030, citing tight packaging capacity and the need to accommodate next-generation AI workloads. Construction timelines for the new Arizona facilities remain undefined and will depend on future market conditions.
From the sources (25 posts)
@financialjuice$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
@firstsquawkTSMC posts record profit as AI chip demand fuels 77.4% surge - NA
@cnbcTSMC 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.
@dnystedtTSMC 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
@dnystedt2/ 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
@dnystedt3/ 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
@dnystedt6/ 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
@dnystedt7/ 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%
@aaronwei3nTSMC 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
@jukan05TSMC 3Q26 Guidance Revenue $44.6bn ~ $45.8bn vs. $43.11bn GPM 65% ~ 67% vs. 65.88%
@firstsquawkTSMC Sees Strong Market Demand for Cutting-Edge Chip Manufacturing
@firstsquawkTSMC Expects 2026 Capital Expenditure to Reach Up to $64 Billion, Above Prior Forecast
@firstsquawkTSMC Confident Capacity Expansion Plans Will Proceed Without Bottlenecks
@dnystedt8/ TSMC 2026 Capital Expenditures Raises guidance to US$60 - $64 billion from “above $56 billion” previously $ASML $TSM $AMAT $LRCX $KLAC $TOELY
@techmemeTSMC reports Q2 revenue up 36% YoY to ~$39.45B, net income up 77.4% YoY to ~$21.9B, both above est., and says chips 7nm or smaller were 77% of its wafer revenue (Jenny Lee / CNBC) (Visit Techmeme dot com for the link and full context!)
@jukan052026 capex 60~64B
@firstsquawkTSMC Says Strong Market Demand Expected to Persist in Q3
@firstsquawkTSMC Says Customer Feedback Points to Robust Market Outlook
@dnystedt10/ TSMC Chairman C.C. Wei -Full year 2026 revenue will rise by slightly above-40% year-on-year in US$
@firstsquawkTSMC Highlights AI as Key Driver of Data Center CPU Demand
@dnystedt11/ 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
@firstsquawkTSMC Announces Another $100 Billion U.S. Investment Expansion Plan