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.
More from Infra
- Meta Open-Sources Muse Glimmer: 30B Agentic Model That Fits a 24GB Consumer GPU — bibryam · 2026-09-26
- What happens when data centers must replace hundreds of billions in GPUs? — No-Papaya-9289 · 2026-09-26
- SGLang team launches $ARKIE memecoin that routes 2% trade fees into GPUs for open AI infra — BanghuaZ · 2026-09-26
- Amazon raises $62bn in dollar bonds alone in 2026, borrowing like a utility — julsimon · 2026-09-26
- 7-year lead time for substation transformers signals AI's power bottleneck — basedjensen · 2026-09-26
- LiveKit Acquires Loophole Labs to Cut Agent Startup Times Under 3 Seconds — HowDevelop · 2026-09-26