TSMC net income jumped 77% to $22B in Q2 2026

TSMC targets 4.5µm SoIC hybrid bonding for 2030 products

Officially released FSD V14.3 and began rollout to customer fleet

Reportedly hit 'hard capacity wall' at 2nm production node, creating supply constraints

Elon Musk predicts Tesla Optimus will surpass any human surgeon at scale within three years.

Will receive chips from the Terafab factory for Optimus robots, robotaxis, and self-driving systems.

Identified by Travis Kalanick as the dominant force in physical AI and robotics, comparable to Google's past dominance

First Arizona fab started volume output in early 2026

TSMC cut 28nm wafer output by over 25% since early 2026, reallocating to advanced nodes N3, N2 and A16.

Announced a $52-56 billion capital expenditure plan for 2026 to build 22 new advanced semiconductor fabs.