TSMC Beats Q2 2026 Estimates: Hikes Full-Year Revenue Outlook to 40%+, Capex to $60–64B, Commits Additional $100B to US

TSMC Q2 2026: Record Results and Aggressive Expansion

TSMC reported Q2 2026 results that beat even the most optimistic analyst estimates, driven by sustained AI chip demand.

Key Numbers

• Full-year revenue growth outlook raised to over 40%
• Capital expenditures (CAPEX) revised upward to $60–64B
• Additional $100B commitment to US manufacturing

What This Means for AI

TSMC is the primary chip manufacturer for Nvidia, Apple, and others. These figures confirm that the AI infrastructure boom continues into H2 2026. The US investment responds to political pressure and the CHIPS Act.