Taiwan Semiconductor Manufacturing Co. reported July 2026 revenue of NT$467.58 billion (about $14.5 billion), a 44.7% year-over-year increase driven by continued strong demand for AI chips. TSMC manufactures advanced semiconductors for clients including Nvidia and Google, and the company now projects full-year 2026 revenue growth of more than 40%. TSMC has raised its capital expenditure guidance to between $60 billion and $64 billion to keep pace with AI-related demand.
