TSMC投資100億ドル、アリゾナ工場拡張 AI需要で過去最高益

Taiwan Semiconductor Manufacturing Company (TSMC) announced Thursday that it will invest an additional $100 billion（約16兆円） building four or more advanced semiconductor fabs in Arizona, extending the company's total planned US investment to $265 billion（約42兆円）. The announcement accompanied record-breaking financial results for the second quarter of 2026: net profit surged 77.4 percent year-on-year to NT$706.6 billion（約110兆円） (US$22 billion（約3.5兆円）), crushing analyst expectations of NT$624.4 billion（約100兆円） and surpassing the company's previous quarterly record of NT$572.48 billion（約92兆円） set in the first three months of 2026. Quarterly revenue rose 36 percent to NT$1.3 trillion（約210兆円）. Chairman CC Wei told an earnings call that the investment will build "several or more semiconductor logic wafer fabs for 2-nanometer and below technologies as well as advanced packaging fabs," positioning TSMC at the leading edge of chip manufacturing as demand for AI accelerators and specialized processors continues to exceed supply. Chief financial officer Wendell Huang announced that TSMC will increase its 2026 capital expenditure budget to between $60 and $64 billion（約10兆円） "as we continue to invest heavily to support our customers' growth." Wei emphasized that "the AI megatrend continues to drive the need for more and more computation," and the company now expects full-year 2026 revenue growth to be slightly above 40 percent year-over-year in US dollar terms. Industry analysts credited TSMC's surge to exceptionally strong AI infrastructure spending despite broader economic uncertainty. Counterpoint Research senior analyst William Li noted that "demand for AI GPUs, AI ASICs and advanced packaging continues to exceed expectations," though he warned that extreme ultra-violet lithography tool supply constraints and overseas fab investments may limit near-term capacity expansion and margins. While concerns about overvalued tech stocks and delayed returns on massive AI spending have raised bubble concerns, Omdia principal analyst Simon Chen dismissed such worries as "overstated," pointing out that "the demand we see is structural, backed by massive, tangible capital expenditures from hyperscalers."

TSMC's record quarterly profit reflects the structural shift in global technology investment toward AI infrastructure. The company's net profit for April to June reached $22 billion（約3.5兆円）, exceeding analyst expectations and surpassing its previous quarterly record of NT$572.48 billion（約92兆円） in Q1 2026. This performance is driven by massive capital expenditures from hyperscale cloud operators building data centers for training and deploying AI models like chatbots and image generators. Chairman CC Wei explicitly tied the expansion to sustained AI demand, stating that "the AI megatrend continues to drive the need for more and more computation." The company is raising its 2026 capital expenditure budget to between $60 and $64 billion（約10兆円） to support customer growth. Industry analysts note that while concerns about valuation bubbles and return-on-investment timelines persist, the underlying demand from hyperscalers is backed by tangible, large-scale spending rather than speculation, suggesting the AI infrastructure cycle has material staying power.

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