The Zhitong Finance App learned that on July 16, TSM.US (TSM.US), a leading global foundry company, dropped a bombshell at the French conference — drastically raising the 2026 capital expenditure guidelines from 52 billion to 56 billion US dollars to 60 billion to 64 billion US dollars. Meanwhile, TSMC announced that it will invest an additional 100 billion US dollars in Arizona, bringing the total US investment commitment to 265 billion US dollars. The annual dollar revenue growth guide was further raised from “over 30%” to “slightly above 40%”. This increase in capital expenditure, which far exceeds market expectations, is viewed by Wall Street as a “strong shot” for the AI semiconductor supply chain, yet concerns about short-term profitability and free cash flow have caused the semiconductor sector to collectively plummet.

The Zhitong Finance App learned that on July 16, TSM.US (TSM.US), a leading global foundry company, dropped a bombshell at the French conference — drastically raising the 2026 capital expenditure guidelines from 52 billion to 56 billion US dollars to 60 billion to 64 billion US dollars. Meanwhile, TSMC announced that it will invest an additional 100 billion US dollars in Arizona, bringing the total US investment commitment to 265 billion US dollars. The annual dollar revenue growth guide was further raised from “over 30%” to “slightly above 40%”. This increase in capital expenditure, which far exceeds market expectations, is viewed by Wall Street as a “strong shot” for the AI semiconductor supply chain, yet concerns about short-term profitability and free cash flow have caused the semiconductor sector to collectively plummet.