Jul 20, 2026
•
5 min read
TSMC Just Committed $265B to Arizona — and Its CFO Says Demand Still Isn't Close to Being Met
TSMC posted a record $40.2 billion Q2 2026 with net profit up 77% — then immediately pledged an additional $100 billion to Arizona, bringing its total U.S. commitment to $265 billion. CFO Wendell Huang says the AI demand megatrend is structural and multi-year, and the company has no plans to leave capacity on the table.
Ab
Abhinav Ramaswamy