Deeptech
TSMC Q2 profit forecast hits record on 3nm, 2nm AI chip demand
TSMC's second-quarter profit is expected to hit a record driven by strong demand for 3nm and 2nm process technologies for AI chips, plus advanced packaging via CoWoS. The semiconductor supply chain is the gating factor for every AI deployment at scale—if you're building AI infrastructure, lock in foundry capacity and relationships now.
Source: ET Tech ↗
🎧 This story is in the 16 July 2026 episode — Arjun & Meera