In the semiconductor foundry market, Taiwan's TSMC posted first-half 2026 revenue of approximately ₩113 trillion (approximately $75.9 billion), up 35.6% year-on-year, setting a new record, driven by explosive demand for advanced AI chips from Nvidia, Amazon Web Services, and Google. TSMC's June monthly revenue hit a record for the second consecutive month, soaring 67.9% year-on-year to NT$442.68 billion. Meanwhile, Samsung Electronics has completed the tape-out of Tesla's "AI5" chip for Full Self-Driving systems, with mass production on its 2nm process at its Taylor, Texas, plant now imminent. Park Yong-in, President of Samsung Electronics, confirmed on social media that the "Tesla-Samsung AI5 chip has completed tape-out." The AI5 is planned for integration into Tesla's fully autonomous vehicles and humanoid robots. Samsung has invested approximately $37 billion into the Taylor facility. On the Tokyo Stock Exchange on the 14th, semiconductor-related stocks were sold off following a U.S. tech sell-off, but bargain-hunting emerged, pushing the Nikkei 225 up 500.77 points to close at 67,743.50. TSMC's second-quarter earnings call, scheduled for the 16th, will be closely watched for its second-half outlook and capital expenditure plans.