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AI infrastructure dividends continue to be realized! TSMC (TSM.US) Q2 net profit surges 77% to a new high; raises full-year capital expenditure and revenue guidance

AI infrastructure dividends continue to be realized! TSMC (TSM.US) Q2 net profit surges 77% to a new high; raises full-year capital expenditure and revenue guidance

智通财经智通财经2026/07/16 17:00
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By:智通财经
Zhihu Finance APP reports that, driven by strong global demand for artificial intelligence (AI) chips, TSMC (TSM.US) announced second-quarter profits on Thursday that far exceeded expectations. According to the data, TSMC's Q2 revenue reached NT$1.27 trillion (US$39.45 billion), a year-on-year increase of 36%, surpassing the market expectation of NT$1.264 trillion; net profit was NT$706.562 billion, a year-on-year increase of 77.4% and a quarter-on-quarter increase of 23.4%, compared to the market expectation of NT$632.64 billion.
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