TSMC Equipment Orders Near 1.9x Plan as Capex Guidance Rises
TSMC reported that its quarterly equipment requirements for chipmaking tools have surged to nearly 1.9 times the level it projected at the end of 2025, reflecting how intensely AI is reshaping manufacturing and how demand still outpaces supply. At SEMICON Taiwan 2026, it also said Q2 revenue rose to $40.2B and lifted full-year capex guidance to $60–$64B.