July 16 (Reuters) - Taiwan Semiconductor Manufacturing Co Ltd 2330.TW:

• TSMC: EXPECTS Q3 REVENUE OF $44.6-45.8 BILLION (VERSUS Q3 2025 REVENUE $33.1 BILLION)

• TSMC: EXPECTS Q3 GROSS MARGIN 65-67% (Q2 67.7%)

• TSMC: EXPECTS Q3 OPERATING MARGIN 56-58% (Q2 60.3%)

• TSMC: VERY STRONG DEMAND FOR OUR LEADING EDGE TECHNOLOGIES

• TSMC: SEES 2026 CAPEX $60-64 BILLION (PREVIOUS FORECAST OF AT HIGH END OF $52-56 BILLION)

• TSMC: DO NOT FORESEE BOTTLENECK FOR OUR CAPACITY EXPANSION PLAN

• TSMC: IN Q3 EXPECT CONTINUED STRONG DEMAND

• TSMC: CHALLENGE DUE TO RISING COMPONENT PRICES

• TSMC: AI RELATED DEMAND IS EXTREMELY ROBUST

• TSMC: CUSTOMERS AND CUSTOMERS' CUSTOMERS PROVIDE US WITH VERY STRONG SIGNALS AND OUTLOOK

• TSMC: EXPECTS 2026 REVENUE TO INCREASE BE SLIGHTLY ABOVE 40 % IN U.S. DOLLAR TERMS (PREVIOUS FORECAST OF ABOVE 30%)

• TSMC: AI IS DRIVING CPU DEMAND IN DATA CENTERS

• TSMC: TO INCREASE INVESTMENT IN U.S

• TSMC: TO INVEST ANOTHER $100 BILLION IN U.S.

• TSMC: INVESTMENT TO BE IN ARIZONA

• TSMC: WILL BE FOR N2 AND BELOW TECH AND PACKAGING

• TSMC: WILL CONTINUE TO INVEST IN TAIWAN

• TSMC: WE ARE BUILDING 13 LEADING EDGE AND ADVANCED PACKAGING FABS IN TAIWAN IN THE NEXT FEW YEARS

• TSMC: WE ARE DOING EVERYTHING WE CAN TO MAXIMISE SUPPORT TO ALL OUR CUSTOMERS

• TSMC: INCREASING MATURE NODE CAPACITY IN JAPAN

• TSMC: A14 DEVELOPMENT ON TRACK

• TSMC: A14 VOLUME PRODUCTION FROM 2028

• TSMC: A13, A12 VOLUME PRODUCTION FROM 2029

Source text: [ID:]

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