TechTimes and Yahoo Finance report that TSMC posted record Q2 2026 results, with revenue of about $40.2 billion, up 36% year over year, and net profit rising 77.4% to a new single-quarter high. The world's largest contract chipmaker said high-performance computing, the segment tied to AI accelerators, now makes up roughly two-thirds of wafer revenue, and it raised its full-year AI-related growth outlook above 40%. CEO C.C. Wei also announced another $100 billion of investment in Arizona. The numbers land amid a debate over whether AI infrastructure spending would cool in 2026; instead, TSMC's results suggest the buildout is still accelerating. Watch whether demand keeps outpacing supply into the second half.