TSMC lifted its full-year 2026 USD revenue growth guidance to above 40% and raised CapEx, with CEO C.C. Wei noting AI demand is strengthening through 2029-30. ASML raised its 2026 revenue guide to EUR 43-45 billion and plans to expand both EUV and immersion DUV capacity by 30% in 2027, with another 30% under study for 2028.
The two most critical AI compute suppliers are aggressively expanding capacity and raising revenue targets, confirming sustained, long-term demand for AI infrastructure.