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reports July revenue up 45% year on year, driven by strong AI chip demand.\nJuly revenue performance is above the upper end of TSMC's full year guidance range.\nThe company raises its capital expenditure outlook to support high performance computing and AI capacity.\n\nConsider broadening your watchlist by looking at other semiconductor and AI infrastructure stocks through 57 AI infrastructure stocks.\nNYSE:TSM 1-Year Stock Price Chart\nTaiwan...","market":"sg","thumbnail":"https://images.simplywall.st/asset/industry/8212000-choice1-main-header/1585186704996","type":0,"news_type":0,"thumbnails":["https://images.simplywall.st/asset/industry/8212000-choice1-main-header/1585186704996"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nyse-tsm/taiwan-semiconductor-manufacturing/news/why-is-taiwan-semiconductor-manufacturing-tsm-raising-spendi","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/semiconductors/nyse-tsm/taiwan-semiconductor-manufacturing/news/why-is-taiwan-semiconductor-manufacturing-tsm-raising-spendi","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"simplywall_highlight","symbols":["LU0541501648.USD","BK4612","LU0572940350.SGD","LU0719512351.SGD","BLOX","LU1989772840.SGD","LU1282649810.SGD","LU2294711713.HKD","IE00BQXX3D17.EUR","BK4585","LU0082616367.USD","LU0323591593.USD","LU0353189680.USD","LU2063271972.USD","LU2360108059.USD","ASIA","BK4503","LU0094547139.USD","STSM","LU0211327993.USD","LU2271345857.HKD","LU1023057109.AUD","IE00BKPKM429.USD","FDTX","LU0823414551.USD","LU0689626769.HKD","LU0310799852.SGD","SGXZ81514606.USD","CWI","LU0359202008.SGD","LU2087625088.SGD","CGGO","LU2125154935.USD","AVXC","LU1037948541.HKD","LU0572939691.SGD","LU0861579265.USD","LU2133065610.SGD","LU2111349929.HKD","ESIM","LU1037948897.HKD","03145","MEMX","CGDG","IE0004086264.USD","LU1211504680.USD","LU1323610961.USD","LU1868837565.USD","BAI","LU0965509101.SGD","LU1316542783.SGD","LU1803068979.SGD","LU1934455277.USD","LU0359201612.USD","LU1989772923.USD","LU2237443978.SGD","LU2357125470.USD","LU0965508806.USD","LU1623119135.USD","LU0823414478.USD","LU2211815571.USD","LU0158827948.USD","BK4532","LU2250418816.HKD","LU2237443382.USD","IE00BYQQ9H92.USD","LU0384037296.USD","LU2237443622.USD","LU2237443549.SGD","LU2041044095.USD","LU1868838027.USD","LU2360032135.SGD","LU0264606111.USD","TINS","LU1712237335.SGD","BK4581","IE00BQXX3C00.GBP","LU0965509283.SGD","LU1917777945.USD","CGIC","LU0965509010.AUD","IE00BHPRN162.USD","LU2663582299.SGD","ADVE","IE00BD6J9T35.USD","CORO","LU0348723411.USD","LU1989764748.USD","IE00B5TLWC47.USD","CHPX","LU2054465674.USD","BK4602","LU0541502299.USD","LU0158827781.USD","LU2028103732.USD","LU0056508442.USD","SGXZ51526630.SGD","KNOW","LU0316494557.USD","BK4543","LU2491050154.USD","LU0289960550.SGD","LU2471134796.USD","LU0143863784.USD","LU2471134879.HKD","BK4550","LU2360106780.USD","LU2458330243.SGD","IE0004445239.USD","BK4505","TTEQ","BK4588","BK4527","LU2471134523.USD","LU0792757196.USD","LU0882747503.HKD","LU1267930813.SGD","LU2125154778.USD","UMMA","LU0488056044.USD","LU2023250504.SGD","IE0004091025.USD","BK4512","LU0878005551.USD","TSM","LU2491049909.HKD","LU2023251221.USD","EMM","LU0198837287.USD","CNEQ","LU0238689110.USD","LU1989764664.SGD","BK4605","LU0642271901.SGD","SG9999000418.SGD","LU0353189763.USD","LU2298321311.HKD","BK4534","TSMU","IE00BFXG0V08.USD","TSMX","LU2089283258.USD","LU2092937221.SGD","SPWO","SPTE","LU1934455194.USD","SGXZ99366536.SGD","BK4548","LU1508157978.USD","LU1974910355.USD","TSMZ","IE00BZ199S13.USD","LU0345770993.USD","CGNG","LU2860962120.EUR","LU1852331112.SGD","LU1934455863.HKD","EMC","LU2750360641.GBP","LU0109392836.USD","LU2471134952.CNY","LU0889566641.SGD","BK4533","LU0823421416.USD","LU0345770308.USD","LU2750360997.AUD","LU0143863198.USD","TEK","IE00B3M56506.USD","BK4526","AVSE","AVEM","LU1868837722.USD","BK4141","LU2458330169.SGD","AIQ","LU2491050071.SGD","LU2247934214.USD","LU0175139822.USD","LU0124676726.USD","BK4554","LU2089284900.SGD","BK4591","LU0889565833.HKD","LU1282649067.USD","LU2106854487.HKD","LU2506951792.HKD","LU2543165471.USD","WUGI","LU0359201885.HKD","IE00BQXX3F31.USD","LU1267930490.SGD","LU0823421333.USD","SG9999004220.SGD","TSMY","LU0211328371.USD","LU2211814178.USD","LU2249611893.SGD","LU0878004406.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659187222","title":"Why great earnings haven't been good enough for AI hardware stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2659187222","media":"Morning Star AU","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659187222?lang=en_us&edition=fundamental","pubTime":"2026-08-13 00:00","pubTimestamp":1786550400,"startTime":"0","endTime":"0","summary":"Key takeawaysAI hardware stocks, from memory chipmakers to factory firms, are seeing prices fall despite strong second-quarter earnings. 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