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News — articles from publishers · Digest — our daily curated roundup · AI insights — model-generated take
TSMC Advances Chip Tech Without Costly New ASML Tools
TSMC unveiled A13 and N2U manufacturing processes that leverage existing ASML EUV machines for smaller, faster chips aimed at AI applications.
TSMC Reports 45% Revenue Jump, Raises 2026 Guidance on AI Demand
TSMC posted July revenue of NT$467.58 billion, up 44.7% YoY, and expects full-year 2026 revenue growth slightly above 40% in USD terms while lifting capex to $60-64 billion.
TSMC Reports 45% Sales Jump Driven by Persistent AI Chip Demand
TSMC announced July 2026 revenue growth of approximately 45% year-over-year, attributing the surge primarily to strong demand for AI hardware components amid ongoing infrastructure buildout.
TSMC Revenue Surges 45% on AI Chip Demand
TSMC reported a 45% year-over-year sales increase for July 2026, driven by strong AI semiconductor demand from big tech clients.
TSMC Reports 45% Sales Jump on Persistent AI Chip Demand
TSMC posted a 45% year-over-year sales increase in its latest report, attributing growth to robust AI infrastructure spending despite broader market jitters, with additional $6.4B investment announced alongside Sony for sensors.
TSMC Commits Additional $100B to US Expansion and Raises Capex Outlook
TSMC pledged another $100 billion investment in its Arizona facilities and lifted 2026 capital expenditure guidance to $60-64 billion, up to 14% higher than prior targets, driven by AI chip demand. The move reinforces confidence in sustained AI infrastructure growth.
TSMC accelerates Arizona fab expansion for AI demand
TSMC CFO stated the company is doubling down on its Arizona factory build-out and committing an additional $100 billion to expand U.S. capacity amid multi-year AI chip demand.
Trump pressure on US-made AI chips impacts TSMC margins
TSMC faces margin pressure from $200 billion US manufacturing investments driven by Trump administration policy on American AI chips, despite record Q2 profits.
