TSMC raises its 2026 capex projections from $52B-$56B to $60B-$64B, and ups revenue growth projection from 30%+ to 40%+ YoY in USD terms, citing "AI megatrend" (Debby Wu/Bloomberg)
TSMC now expects 2026 spending to reach $60 billion to $64 billion as AI demand keeps pulling its forecasts higher.
The company lifted its capex outlook from $52 billion to $56 billion. It also raised its 2026 revenue growth projection in US dollar terms from more than 30% to more than 40% year over year. The cited driver is “the AI megatrend,” according to Bloomberg’s Debby Wu item surfaced by Techmeme. Techmeme's note
The company lifted its capex outlook from $52 billion to $56 billion. It also raised its 2026 revenue growth projection in US dollar terms from more than 30% to more than 40% year over year. The cited driver is “the AI megatrend,” according to Bloomberg’s Debby Wu item surfaced by Techmeme. Techmeme's note
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