๐ป TSMC's July Sales Surge 44.7% to $14.5B as AI Chip Demand Stays Red Hot
TSMC posted record July revenue of NT$467.58 billion (~$14.5B), up 44.7% year-over-year โ its seventh straight month of strong growth. High-performance computing now accounts for 66% of sales, and TSMC raised its 2026 capex target to $60-64 billion. Chairman C.C. Wei said it plainly: 'AI-related demand continues to be extremely robust.' Does AI chip demand ever plateau, or are we just getting started?
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