TSMC Raises 2026 Capex Forecast to $64B

TSMC has raised its 2026 capital expenditure forecast to $60-$64 billion, up from $52-$56 billion. CEO C.C. Wei stated that future capex over the next three years will be significantly higher due to AI-driven computing demand.

2026-07-18 ~ 2026-07-18 · 2 related posts