Keyword → wafer price hike

TSMC Q2 2026 Revenue Hits $40.2B, Up 33.7% — Record Earnings Overshadowed by $62B Capex Hike as Stock Falls 4.6%

TSMC posted Q2 2026 revenue of $40.2 billion, up 33.7% year-over-year and $900 million above consensus, with EPS of $4.31 beating estimates by $0.37. Net profit rose 77% to a record NT$706.6 billion. Yet US-listed shares fell 4.6% premarket as TSMC raised 2026 capital expenditure guidance to $60–64 billion from $52–56 billion and pledged an additional $100 billion for Arizona fabs. The capex shock dragged Arm, SK Hynix, and the SMH semiconductor ETF lower globally.