Cross-topic event
AI/Techdesk view
TSMC posts ~77% Q2 profit surge, adds ~$100B more for Arizona advanced nodes (Chips / Taiwan–U.S.)
TSMC reported second-quarter 2026 net profit of about NT$706.6 billion, up roughly 77% year over year and another record; revenue reached about NT$1.27 trillion…
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Supply chaindesk view
TSMC lifts 2026 CapEx to about $60–$64 billion; Arizona commitment rises to about $265 billion (Capacity)
Per Focus Taiwan and the Taipei Times on July 16–17, TSMC raised its 2026 capital-expenditure budget to about $60–$64 billion from a prior $52–$56 billion range…