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TSMC optimistic about AI growth and will up investment in plants

TSMC optimistic about AI growth and will up investment in plants

2026-07-16

The market has continued to keep its eyes on TSMC, which during its earnings conference shared some impressive second quarter figures: NT$1.27 trillion in revenue and net profit after tax hit NT$706.5 billion, which is a historic high. The company’s earnings per share were NT$27.25, a 77.4% increase from Q2 in 2025 while its gross margin stood at 67.7%. Chairman C.C. Wei is bullish about AI, a technology he believes will fuel growth until 2030.

In order to meet intense demand from its customers, TSMC adjusted this year’s capital expenditure from US$60 billion to US$64 billion. During the earnings conference, TSMC also announced it has increased its investment in Arizona by putting in another US$100 billion into the state’s semiconductor manufacturing complex. TSMC might build at least 4 plants, which are part of the company’s US$265 billion commitment.

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台積電加碼投資美廠1千億美元 魏哲家:AI動能至2030年

2026-07-16

市場高度關注台積電法說會,公司第二季繳出亮眼成績,營收1.27兆元,稅後純益7065億,創歷史新高,EPS 27.25元,年增77.4%,毛利率67.7%,董事長魏哲家看好AI動能,會持續到2030年。

為了支持客戶強勁的需求,台積電上修今年資本支出,來到600億至640億美元,會中還宣布,加碼投資亞利桑那廠1000億美元,可能蓋至少4座廠,總金額來到2650億美元。

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