TSMC Raises 2026 CapEx Forecast
BenBajarin · x · 2026-07-18
TSMC has increased its 2026 capital expenditure forecast to $60-$64 billion, up from the previous estimate of $52-$56 billion made in January. CEO C.C. Wei noted that capex over the next three years will significantly exceed the past three, highlighting the robust demand driven by the AI wave for underlying compute power and semiconductor capacity.
Related event: TSMC Raises 2026 Capex Forecast to $64B(2 posts)→
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