---
title: "TSMC revenue jumps 45% as AI demand drives $64B expansion"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/295545808.md"
description: "TSMC's July revenue surged 44.7% year-over-year to $14.5 billion, driven by strong AI chip demand from major tech clients. To meet this growth, the company increased its 2026 capital expenditure budget to $60–$64 billion, accelerating the ramp-up of 3nm and 2nm processes while reviving 1.4nm fab projects. Analysts emphasize that TSMC's decades of process expertise remain a significant competitive barrier against rivals, particularly in China."
datetime: "2026-08-11T13:40:41.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/295545808.md)
  - [en](https://longbridge.com/en/news/295545808.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/295545808.md)
generator: "portal-rs"
---

# TSMC revenue jumps 45% as AI demand drives $64B expansion

AI demand surge: TSMC’s July revenue rose 44.7% year over year to $14.5B, driven by robust AI chip orders from major tech clients. Massive expansion plan: The company raised its 2026 capital budget to $60–$64B, accelerating 3nm and 2nm ramps and reviving 1.4nm fab projects. Competitive edge: Analysts highlight TSMC’s decades of process expertise as a key barrier preventing rivals, especially in China, from catching up.

### Related Stocks

- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [TSMU.US](https://longbridge.com/en/quote/TSMU.US.md)
- [TSMG.US](https://longbridge.com/en/quote/TSMG.US.md)
- [TSMX.US](https://longbridge.com/en/quote/TSMX.US.md)
- [TSMZ.US](https://longbridge.com/en/quote/TSMZ.US.md)
- [STSM.US](https://longbridge.com/en/quote/STSM.US.md)
- [TMYY.US](https://longbridge.com/en/quote/TMYY.US.md)
- [TSMY.US](https://longbridge.com/en/quote/TSMY.US.md)
- [SMH.US](https://longbridge.com/en/quote/SMH.US.md)
- [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md)
- [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md)
- [SOXQ.US](https://longbridge.com/en/quote/SOXQ.US.md)
- [XSD.US](https://longbridge.com/en/quote/XSD.US.md)
- [PSI.US](https://longbridge.com/en/quote/PSI.US.md)
- [FTXL.US](https://longbridge.com/en/quote/FTXL.US.md)

## Related News & Research

- [TSMC Q2 employee bonuses rise more than 50%](https://longbridge.com/en/news/297431455.md)
- [George Soros Quietly Raised His Taiwan Semi Stake by 1,000%. Here’s Why You Should Be Buying Too.](https://longbridge.com/en/news/296819160.md)
- [TSMC's July Surge Raises the Bar for Nvidia's Foundry](https://longbridge.com/en/news/297079961.md)
- [Xiaomi Takes Another Page From Apple](https://longbridge.com/en/news/296821772.md)
- [Xiaomi unveils Xring O3 as it expands in-house chip push](https://longbridge.com/en/news/296867086.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**