TSMC (TSM.N) is adding capacity for sub-3nm nodes to meet broad customer demand. Analysts say 3nm’s contribution in H2 could for the first time exceed 5nm’s, and estimate Q3 single-quarter output value will surpass NT$400 billion, a record, accounting for over 30% of revenue.

2-year government bond futures (TS) main contract rose 0.01%; 5-year (TF) main contract rose 0.03%; 10-year (T) main contract rose 0.03%; 30-year (TL) main contract rose 0.16%.

At its 2026 interim results briefing, Wald said its diamond micro-drill for PCB applications is undergoing product optimization and validation with multiple PCB manufacturers; some clients have moved into commercial negotiations. The company is simultaneously expanding capacity to prepare for order delivery. The business remains at an early market-development stage and currently has limited impact on near-term results.