Overview
- TSMC reported July sales of NT$467.58 billion (about $14.5 billion), a 44.7% year-over-year increase and a 5.6% sequential gain in figures released on Monday, August 10, 2026.
- Following the July result, the company raised full-year 2026 revenue guidance to slightly above 40% growth in U.S. dollar terms and boosted capital spending guidance to $60–$64 billion for the year.
- TSMC’s strong momentum built on a Q2 result in which net income rose about 77% year-over-year to NT$706.6 billion (roughly $22 billion), beating analyst expectations.
- The higher capex is directed at expanding fabs in Arizona, Japan, and Germany and increases demand for advanced equipment makers such as ASML that supply EUV lithography tools.
- Investors and analysts have responded with higher share prices and raised targets, and the market will be watching whether TSMC can translate the spending plan into faster wafer capacity and steady margins through 2027.