---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000799678.md"
description: "🌟🌟🌟$Taiwan Semiconductor(TSM.US)released its Q2 earnings, shattering Wall Street estimates across every major metric due to unrelenting boom in AI processors.Net income surged 77.4% year over year to NT Dollar 706.56 billion (USD 22 billion) easily  beating the NT Dollars 632.64 billion analysts expected.Revenue jumped 36% to NT Dollars 1.27 trillion (USD 39.45 billion).Management raised its full year 2026 revenue growth projections to 40% and increased capital expenditure to USD 60 to USD 64 billion to fund 2 nanometer and Arizona fab expansions.TSMC is a strong Buy as its earnings report proves that it has pricing power of its advanced chips which made up 77% of its revenue.  TSMC remains the safest most fundamental pick and shovel play in global tech AI infrastructure."
datetime: "2026-07-16T10:17:40.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000799678.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000799678.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000799678.md)
author: "[koolgal](https://longbridge.com/en/profiles/2074993385495678976.md)"
generator: "portal-rs"
---

# 🌟🌟🌟$Taiwan Semiconductor(TSM.US)released its Q2 ea…


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