TSMC is seen raising 2026 spending on new plants and equipment to US$42-$45 billion, media report, citing investment analysts, up from $40-$42 billion this year. Such capex spending would mark all-time highs and reflects the frenetic pace TSMC has had to build out capacity to meet strong AI-related demand. $Taiwan Semiconductor(TSM.US) $ASML(ASML.US) $Applied Materials(AMAT.US) $Lam Research(LRCX.US) $KLA(KLAC.US) $Tokyo Electron(TOELY.US) #Semiconductors #semiconductor
Source: Dan Nystedt
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