Taiwan Semiconductor (TWSE:2330) posted record Q2 results and strong margins, raised its 2026 revenue and capex outlook and added a $100B U.S. plan as analysts foresee up to $200B 2026–28 spending; it’s also expanding Chiayi packaging with multi-plant Phase II builds and job growth.
Previous Week Recap
- TSMC Q2 Revenue, Net Income: TSMC (2330) Q2 record: revenue NT$1.27T, net income NT$706.6B, diluted EPS NT$27.25, gross margin 67.7%. Raised 2026 revenue growth to >40% (USD) and capex to $60–$64B; added $100B U.S. investment.
- TSMC 2026 Revenue Outlook Raised: TSMC (2330) raised 2026 revenue outlook above 30%. Analysts cite up to $200B 2026–28 capex for capacity expansion, 2nm ramp and competition with Samsung and Intel driving spending
- TSMC Chiayi Packaging Expansion Plan: TSMC expands Chiayi advanced packaging with two new plants; one in mass production, a second ramping up. Full Phase II aims four plants, infrastructure by 2031, >NT$300B annual output, 9,000+ jobs
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