TSMC is trading 4.2% up today at $47.20 after delivering record Q2 results and sharply raising its 2026 revenue outlook above 40%, driven by surging AI chip demand.
- Investors are cheering heavy capital spending to expand advanced 2nm nodes and packaging, reinforcing the company's role as a critical supplier to AI leaders like Nvidia.
- The positive guidance is supporting today’s outperformance for the stock amid a broader rally across the semiconductor sector.