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TSMC's Q2 2026 results underscore a structural shift in the semiconductor value chain: the foundry, not the chip designer, is becoming the binding constraint on AI infrastructure buildout. With 7nm-and-below nodes accounting for 77% of wafer revenue and the 2nm ramp already contributing 3%, TSMC is

TSMC's Q2 2026 results underscore a structural shift in the semiconductor value chain: the foundry has become the binding constraint on AI infrastructure deployment. With 7nm-and-below nodes commanding 77% of wafer revenue and a $60–64 billion capex program, TSMC is effectively the bottleneck throug