TSMC Raises 2026 CapEx Guidance
ctjlewis · x · 2026-07-18
TSMC has raised its 2026 capital expenditure to $60-64 billion, up from the $52-56 billion range given in January. CEO C.C. Wei also indicated that CapEx over the next three years will be "significantly higher" than the last three.
Related event: TSMC Raises 2026 Capex Forecast to $64B(2 posts)→
More from Infra
- LLM Serving Metrics Thread: Why TPOT and Uptime Make or Break User Experience — abhijithneil · 2026-09-11
- PlanetScale launches sharded Postgres: 768 servers acting as one, 1PB scale — dhruv2038 · 2026-09-11
- Can a 7900 XTX 24GB run Qwen locally? Reddit seeks ROCm tok/s benchmarks — thenomadexplorerlife · 2026-09-11
- RTK Terminal Compression Cuts Tokens but Leaves Your AI Coding Bill Unchanged — Bartaseth · 2026-09-11
- SF Compute founder: buying compute is 'an absolutely awful experience' right now — IgorCarron · 2026-09-11
- SmolVM open-sources persistent computer infrastructure for agents that outlive chat sessions — aniketmaurya · 2026-09-11