TSMC adds $100 billion to Arizona buildout as AI chip demand surges
What's new: The move lifts TSMC's Arizona pipeline to $265 billion, with a second fab nearing equipment move-in and a packaging plant planned.
Subject
#Tsmc
TSMC lifts 2026 outlook, adds $100 billion to Arizona chip push
What's new: The chipmaker posted a record T$706.6 billion quarterly profit and raised 2026 capital spending to as much as $64 billion.
TSMC Q2 profit seen up 59% as AI chip demand stays strong
What's next: Investors are watching whether TSMC lifts its 2026 revenue outlook and capital spending when it reports Thursday.
TSMC June revenue jumped 68% as AI chip demand stayed tight
What's next: The chipmaker reports quarterly earnings Thursday after second-quarter sales reached NT$1.27 trillion.
Broadcom, Apple extend custom chip partnership through 2031
Why it matters: Apple generates about 20% of Broadcom's annual revenue, and Broadcom shares rose more than 5% after the deal.
Temasek targets 15% AI portfolio share by 2031 after record year
What's new: The Singapore investor's net portfolio value hit a record S$518 billion, and it is also expanding infrastructure and private credit bets.
IBM details 0.7-nanometer chip design aimed at AI-era computing
What's new: IBM said the prototype packs nearly 100 billion transistors and could reach production within five years.
BBC News (World), The New York Times +2
Apple shifts some US chip design and production to Intel
Why it matters: The deal could give Intel a major foundry customer as Washington pushes to expand domestic semiconductor capacity.
TSMC May sales jump 30% as AI chip demand stays strong
What's next: Analysts expect second-quarter sales to rise 35%, after TSMC lifted its 2026 outlook and spending plans in April.
Taiwan weighs broader AI chip export curbs to China
What's new: The move could make AI chip smuggling to China a criminal offense in Taiwan for the first time.