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 raised 2026 capex and revenue growth forecasts, signaling stronger expected AI chip demand across the semiconductor supply chain.
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<a href="https://www.bloomberg.com/news/articles/2026-07-16/tsmc-beats-lofty-estimates-in-latest-sign-of-sustained-ai-demand"><img align="RIGHT" border="0" hspace="4" src="http://www.techmeme.com/260716/i8.jpg" vspace="4" /></a>
<p><a href="https://www.techmeme.com/260716/p8#a260716p8" title="Techmeme permalink"><img height="12" src="http://www.techmeme.com/img/pml.png" style="border: none; padding: 0; margin: 0;" width="11" /></a> Debby Wu / <a href="https://www.bloomberg.com/">Bloomberg</a>:<br />
<span style="font-size: 1.3em;"><b><a href="https://www.bloomberg.com/news/articles/2026-07-16/tsmc-beats-lofty-estimates-in-latest-sign-of-sustained-ai-demand">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”</a></b></span> — Taiwan Semiconductor Manufacturing Co. raised its spending and revenue projections for the year … </p>
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