TSMC Raises Full-Year Revenue and Capex Guidance
tengyanAI · x · 2026-07-17
TSMC reported a stellar quarter:
- Full-year revenue growth guidance was raised to "slightly above 40%".
- Capital expenditure was bumped up to $60-$64 billion.
- However, the market's closely watched gross margin guidance weakened: Q3 gross margin is guided at 65%–67%, down from an actual 67.7%.
The author concludes that despite slight margin pressure, this confirms the AI build-out cycle continues to accelerate.
Related event: TSMC Q2 Beat Raises AI Outlook and Capex Debate(13 posts)→
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