TSMC Raises 2026 Capex Guidance
rwang07 · x · 2026-07-16
TSMC projects a stronger 2026 outlook:
- 2026 revenue growth guidance is set at "slightly above 40%", beating the market consensus of 36.9%.
- 2026 Capex guidance has been raised to $60 billion to $64 billion, up from the previous $52 billion to $56 billion.
Such upward revisions are typically seen as a strong indicator of robust demand for advanced nodes and AI applications.
Related event: TSMC Q2 Beat Raises AI Outlook and Capex Debate(13 posts)→
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