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TSMC's US$100 billion bet: AI growth, US pressure and the cost of staying ahead

Monica Chen

Monica Chen

, Taipei

Jul 17, 2026, 10:47 0

Credit: Shihmin Fu

Taiwan Semiconductor Manufacturing Company (TSMC) posted record second-quarter earnings for 2026, issued third-quarter revenue guidance above market expectations, and raised its full-year US dollar revenue growth forecast to more than 40%. The company also...

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