---
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.

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