Global Foundry 2.0 revenue reached a record $96.6 billion in the second quarter, up 25% year over year and 11% sequentially, with Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) generating $40.2 billion, up 34% year over year and representing about 42% of the broader market. AI demand for GPUs, custom ASICs, server CPUs, networking chips and power-management semiconductors is supporting TSMC’s advanced-node and CoWoS packaging expansion, while Counterpoint Research expects its 2026 revenue to rise about 43%. Separately, Wells Fargo analyst Joe Quatrochi identified a possible expansion of TSMC’s 2nm capacity, potentially including a second Texas campus, as an incremental opportunity for Applied Materials, Lam Research, KLA and ASML Holding because equipment orders generally precede chip revenue. TSMC’s board approved about $29.4 billion in capital spending on August 11, 2026, and its 2026 capital-spending plan reached as much as $64 billion, but the timing, scale and process node of any additional expansion remain incomplete. TSMC is scheduled to report third-quarter results on October 15, 2026, when management may provide more detail on its U.S. plans.