# Taiwan Semiconductor Manufacturing Co (TSMC) expects a revenue surge of more than 30 per cent in 2026.

*semiconductor · news · 2026-04-16 · South China Morning Post*

## Key points

- TSMC forecasts revenue growth of over 30% in 2026 driven by AI and HPC demand.
- TSMC expects 2026 capital expenditure to reach the high end of US$52–56 billion.
- Planned 2026 spending will exceed half of TSMC's total capex from the previous three years.
- TSMC's wafer supply remains tight due to intense competition for advanced chip packaging capacity.

**Companies:** Taiwan Semiconductor Manufacturing Co
**Countries:** Taiwan

[Read the full story on South China Morning Post](https://www.scmp.com/tech/big-tech/article/3350346/tsmc-targets-over-30-revenue-surge-2026-ramps-capex-amid-booming-ai-demand)

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