On July 16, 2026, TSMC announced that it would raise its full-year capital expenditure guidance to between $60 billion and $64 billion, up from the previous forecast of $52 billion to $56 billion. Meanwhile, TSMC expects its dollar-denominated revenue growth to slightly exceed 40%. Previously, TSMC reported a 77.4% year-on-year increase in net profit for the second quarter, surpassing market expectations. This move reflects TSMC's confidence in the global demand for AI infrastructure.
