TSMC raised its 2026 capital spending plan and improved its full-year revenue outlook, citing AI-linked demand for leading-edge chips as “extremely robust.” Management also flagged pressure in some consumer and price-sensitive end markets, but the guidance lift supports a positive demand mix for advanced semiconductors.
TSMC raised its 2026 capital spending plan and improved its full-year revenue outlook, citing AI-linked demand for leading-edge chips as “extremely robust.” Management also flagged pressure in some consumer and price-sensitive end markets, but the guidance lift supports a positive demand mix for advanced semiconductors.
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