22:51
2026-07-24
chipstrat.com
artificial-intelligence
TSMC could spend $10B more on N2 capacity. Why won’t they?
TSMC reported a fifth straight record gross margin of 67.7% in Q2 2026, but guided Q3 down to 66.0%, while gross profit rose to roughly $27.2 billion. Despite calling AI demand unbounded, TSMC is spen…