Taiwanese group TSMC reported approximately 45% year-over-year growth in monthly sales for July 2026, consolidating its position as a critical link in the global AI supply chain. In the first half of 2026, total revenue reached NT$2.404 trillion, up 35.6% year-over-year. In response to this acceleration, TSMC revised its full-year revenue growth forecast upward from above 30% to slightly above 40% in US dollar terms. Capital expenditure guidance was raised to a range of $60B to $64B for the fiscal year. The group’s key clients include NVIDIA, Apple, Meta, and Alphabet, whose combined AI-related investments are projected to exceed $725B in 2026.
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