TSMC Hikes 2026 Capex to $60-64B as AI Chip Demand Outpaces Supply
TSMC raised its 2026 capex forecast to $60-64B — about $4B above prior guidance — and lifted full-year revenue growth guidance above 40%. It also confirmed $100B more for Arizona, on top of $165B already committed. CFO Wendell Huang: capex will run above the last three years.
Source: Reuters
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