TSMC's 2026 capital expenditure guidance has jumped significantly—the chipmaker is planning to invest $52–56 billion next year, a substantial bump from the $40.9 billion allocated in 2025. This roughly 27–37% increase in capex underscores the company's aggressive push to expand production capacity amid intensifying global competition for advanced semiconductor manufacturing. The scale of investment reflects broader industry trends as demand for cutting-edge chips remains robust across multiple sectors, from AI computing to data center infrastructure. Such heavy capital deployment signals TSMC's confidence in sustained demand momentum and its determination to maintain technological dominance in the coming years.

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DeadTrades_Walkingvip
· 18h ago
TSMC really isn't joking... Over 5 billion in capex, are they planning to fill up the capacity?
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JustAnotherWalletvip
· 01-16 03:12
TSMC really dares to spend money, doubling directly from $5.2 billion to $5.6 billion. Is this the pace to monopolize the chip market?
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GateUser-c799715cvip
· 01-16 01:06
TSMC's move is really aggressive, directly adding thirty or forty basis points... This must be the rhythm of capitalizing on the AI chip dividend.
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PrivacyMaximalistvip
· 01-15 10:55
TSMC's move... pouring over 5 billion USD directly into it, the AI chip wave of benefits has truly arrived.
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RektCoastervip
· 01-15 10:54
TSMC is gambling again, with a 27-37% capex surge that really can't be sustained.
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AirdropHunterXiaovip
· 01-15 10:51
TSMC is starting to spend money again, and this time it's really not a joke.
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ZKProofstervip
· 01-15 10:34
tbh the capex jump is technically expected when you actually look at the protocol layer demands from ai inference—but let's be real, that 27-37% bump mostly just signals they're hedging geopolitical risk, not pure demand confidence. mathematically speaking, it doesn't quite add up.
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ImpermanentSagevip
· 01-15 10:26
TSMC's recent capex surge shows that AI chips are really in high demand.
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