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2026-07-16

[News] TSMC Lifts 2026 Capex 15% to $60-64B, Hikes Sales Outlook to Over 40% Despite Q3 Margin Dip

After posting new high net profit in the second quarter, TSMC management projects 3Q26 revenue to land between $44.6 billion and $45.8 billion, representing a year-over-year increase of approximately 37% and a sequential gain of around 12%. In terms of profitability, based on an assumed exchange...

2026-07-16

[News] TSMC 2Q26 Net Income Soars 77% YoY to NT$706.6B Record; Gross Margin Beats Forecast at 67.7%

TSMC today announced consolidated revenue of NT$1,270.38 billion, net income of NT$706.56 billion, and diluted earnings per share of NT$27.25 (US$4.31 per ADR unit) for the second quarter ended June 30, 2026.   If TSMC’s quarterly net income exceeds NT$572.5 billion, it would mark t...

2026-07-16

[News] CXMT IPO Could Raise Up to RMB 66.6B; How Founder Zhu Yiming Built China’s DRAM Challenger

China's leading memory maker CXMT is set to list on Shanghai's STAR Market, drawing widespread market attention. The company has set its IPO price at RMB 8.66 per share and is scheduled to begin its online and offline share subscription on July 16. The company plans to issue 6.688 billion shares, r...

2026-07-16

[News] ASML Reportedly Seeks Higher Tool Prices as TSMC Pushes Back; Mature DUV Tools Could See 10% Hike

Ahead of TSMC's earnings call later today, its key equipment supplier ASML raised its 2026 guidance for the second time this year, reinforcing confidence in the foundry leader. However, the Dutch lithography company is also seeking higher prices for its chipmaking equipment, a move TSMC is said to b...

2026-07-16

[News] China’s IC Export Value Nearly Doubles to US$177B in 1H26; Memory Price Boom Seen Behind the Surge

China's integrated circuit (IC) export value rose sharply in the first half of 2026. According to South China Morning Post, citing data from China's General Administration of Customs, the country exported 179.44 billion integrated circuits (ICs) in the first six months of 2026, with total export val...

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