Taiwan Semiconductor Manufacturing Company: Record Q2 revenue and margin, AI-driven growth, and $100B Arizona investment boost 2026 outlook
Q2 2026 saw record revenue and gross margin, driven by robust AI and HPC demand, with advanced nodes making up 77% of wafer revenue. CapEx for 2026 was raised to $60B-$64B, including a $100B Arizona investment, and full-year revenue growth is projected above 40% year-over-year.Based on Taiwan Semic…