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Strong July results and >40% 2026 revenue growth guidance signal durable demand, supporting near-term upside as investors price in continued AI-related capex. Historically, such guidance coupled with capex increases has preceded further upside when demand proves durable (e.g., prior AI-up cycles for leading foundries).
What happened, with direct paths to the underlying reporting
TSMC reported July revenue of NT$467.58b ($14.5b), up 44.7% YoY, underscoring robust AI chip demand. The company guided 2026 revenue growth slightly above 40% in USD terms and raised capex to $60-64b, signaling ongoing capacity expansion. HPC accounted for 66% of Q2 revenue, suggesting the AI cycle remains constructive though monthly results can swing.
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