TSMC reported that revenue for the first four months of 2026 rose 29.9% from a year earlier. The increase signals the company's strength and underscores Asia's grip on AI chip supply amid investor attention on demand and capacity constraints.
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TSMC posted a 77.4% year-on-year profit increase to NT$706.56 billion and raised its capital spending outlook while announcing another $100 billion for Arizona fabs. The results underscore sustained AI demand that now dominates 66% of its platform revenue.
MediaTek reported June 2026 revenue of NT$58.012 billion, beating the top end of its forecast and driving second-quarter revenue to NT$152.183 billion. The beat reinforces expectations for seasonal growth in the second half of the year.
Samsung Electronics expects 90 trillion won to 110 trillion won available for shareholder returns in 2026, labeling the amount the largest ever by a Korean company. The disclosure follows SK Hynix's buyback announcement and reflects the windfall from AI-fueled memory chip sales.
Tesla and SpaceX have confirmed Grimes County, Texas as the site for their Terafab semiconductor megafactory, with the first phase costing roughly $16.8 billion. The project targets the largest chip manufacturing facility on the planet to supply over 1 terawatt of compute per year that exceeds current and future global production capacity.
ChangXin Memory Technologies expects to raise 57.9 billion yuan ($8.55 billion) in its Shanghai STAR Market IPO after doubling its original target. The world's fourth-largest DRAM chipmaker will list on July 27, advancing China's push for semiconductor self-reliance.
