JUL 17 CLOSE

CU 74.68 -1.45% LI₂CO₃ 68.86 -1.13% NdPr 73.23 -2.89% U₃O₈ 39.11 -3.05% AU 364.96 -0.68% FE 14.22 -1.11% OIL 119.30 -1.58% NG 10.42 -1.61% TAI 105.1 -2.05% SOV50 120.9 -2.18% SDX 99.5 -1.29% CU 74.68 -1.45% LI₂CO₃ 68.86 -1.13% NdPr 73.23 -2.89% U₃O₈ 39.11 -3.05% AU 364.96 -0.68% FE 14.22 -1.11% OIL 119.30 -1.58% NG 10.42 -1.61% TAI 105.1 -2.05% SOV50 120.9 -2.18% SDX 99.5 -1.29%

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Last index pass17 July 2026

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AI infrastructure

TSMC lifts 2026 capex to $60 to $64 billion. Arizona commitment hits $265 billion.

Thursday's Q2 print answered Monday's preview with upside on every number the desk flagged. Revenue guidance to more than 40 percent, capex up 14 percent, another $100 billion booked for Arizona. The AI materials runway just got extended in a single call.

Tantalum Strategy Desk · July 17, 2026 · 6 min

Tantalum Strategy

TSMC lifts 2026 capex to $60 to $64 billion. Arizona commitment hits $265 billion.

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