TSMC approves $60.7bn in capital appropriations in 91 days, betting big on advanced nodes
julsimon · x · 2026-09-26
- TSMC's board approved US$31.3bn of capital appropriations on May 12 and US$29.4bn on Aug 11. The Sep 24 6-K splits the August batch: $16.0bn for advanced-node tools, $4.8bn for packaging and mature nodes, $8.6bn for land and buildings.
- That's $60.7bn committed in 91 days — an unprecedented pace signaling TSMC is not planning for a downturn and is betting heavily on sustained AI compute demand.
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