Taiwan Semiconductor Manufacturing Co. (TWSE:2330) rallied on stronger June-quarter results, a raised $60–64B 2026 capex outlook and a $265B U.S. expansion centered on Arizona while planning early‑2027 price hikes; supply and tech-leak issues were contained and won’t disrupt production.
Previous Week Recap
- TSMC Rally On Capex Guidance: TSMC (2330) rallied after reports of price hikes up to 10%, gains in Asia and Taiwan, strong June-quarter results, and guidance raising 2026 capex to $60–$64B amid large investments.
- TSMC Raises U.S. Investment Plan: TSMC raised its U.S. investment plan to $265 billion, focusing on Arizona. CFO says plan may support four more fabs, potentially bringing Arizona fabs to 10.
- TSMC Starts Price Talks, 2027 Increase: TSMC started price talks in June, finished them in July, and will raise prices starting early 2027. The firm gave no price details and said pricing is strategic while working with customers.
- TSMC Prosecutors Charge Ex-Deputy: TSMC ADR (2330): Taiwan prosecutors charged ex-deputy manager for copying 21 TSMC documents (2023–24) tied to core tech; firm found and recovered duplicates; prosecutors seek seven-year term.
- TSMC Says Central Glass Halt Minimal: TSMC (2330) says reported halt at Central Glass won’t affect production. Company cites diversified suppliers, multiple sourcing options and confirmed no disruption to tungsten-related gas supplies.
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