TSMC raised its full-year 2026 USD revenue growth guidance to over 40% and increased CapEx, with CEO C.C. Wei noting AI demand is getting "stronger and stronger" through 2029-30. ASML also raised its 2026 revenue guide to EUR 43-45 billion, 12% above consensus, 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 supply chain companies are aggressively expanding capacity and raising revenue outlooks, confirming sustained, accelerating demand for advanced AI infrastructure.