TSMC shares traded lower on Tuesday as investors took profits during a broader market pullback, with the stock down 2.72% to $419.26 in premarket trading while Nasdaq futures fell 1.13% and S&P 500 futures lost 0.42%. The market weakness came even as the company continued to report strong progress in Arizona, where its operations generated about NT$36.1 billion ($1.13 billion) in cumulative profit in the first half of 2026, compared with NT$16.1 billion ($504.6 million) for all of 2025. First-quarter profit from the Arizona operation totaled about NT$18.8 billion ($589.2 million), including roughly NT$16.9 billion ($529.7 million) in investment income. TSMC's U.S. buildout is also accelerating: construction of a third Arizona fab began in May and is expected to support 2-nanometer and A16 production with mass production potentially starting around 2028, while a second fab for 3-nanometer production has been completed and is set to begin equipment installation in the second half of 2026 ahead of targeted mass production in the second half of 2027. Chairman C.C. Wei previously said TSMC would add $100 billion to its U.S. investment plans, bringing its total planned commitment to $265 billion, while July consolidated revenue of about NT$467.58 billion, up 44.7% from a year earlier, underscored continued operating momentum.