International Perspective · July 17, 2026
① TSMC Q2 blows past expectations: NT$706.6B net profit (+77.4% YoY, record), gross margin 67.7% — Capex raised to $60-64B, full-year growth upgraded to >40%, CEO Wei says AI demand strong through 2030; CoWoS capacity sold out through end of 2026 (TSMC IR / Reuters / TechTimes)
② NVIDIA launches world's first national-level AI infrastructure in Japan — 140MW AI factory with 27,500 Rubin GPUs and Spectrum-X Ethernet; WAIC 2026 opens in Shanghai with 1,100+ exhibitors and 9 Turing Award winners (NVIDIA IR / Sohu)
③ Google Gemini 3.5 Pro delayed months due to technical shortfalls, Alphabet -4.44% — Philadelphia Semiconductor Index plunges 4%+ despite TSMC beat; Chinese concept stocks surge with YINN +8% as global capital rebalances (Reuters / CNBC)