semiconductor / news / / South China Morning Post
Taiwan Semiconductor Manufacturing Co (TSMC) expects a revenue surge of more than 30 per cent in 2026.
TSMC forecasts revenue growth of over 30% in 2026 driven by AI and HPC demand.
KEY POINTS
- 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
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