TSMC Watch posted an update
TSMC’s second-quarter revenue rose 36% to $40.20 billion, and the company raised its 2026 capital-spending forecast to $60 billion to $64 billion, according to 24/7 Wall St.
Why it mattersThe foundry makes leading-edge chips for customers including Nvidia, putting its expansion plans squarely in the AI supply chain.
Discuss: Should TSMC’s rising spending on chip capacity reassure AI customers, or make them more wary of relying on one foundry?
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