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TSMC’s 2026 Surge: $56B Capex, AI-Driven Growth, and Global Fab Expansion Amid Geopolitical Risks
Overview
In the first half of 2026, TSMC achieved strong financial results, reporting NT$1,134.1 billion in revenue and a net profit margin of 50.5%. This robust performance supports TSMC’s ambitious capital expenditure plans, with record investments projected at $52–56 billion for the year. The majority of this spending targets high-end logic chip production, reflecting surging demand for advanced technologies—7nm and below accounted for 74% of wafer revenue. TSMC’s aggressive investment and focus on cutting-edge processes position it as a leader in the global semiconductor industry, driving growth and technological advancement.