AITom's Hardwareabout 3 hours ago
TSMC Equipment Demand Doubles, 2026 CapEx Nears $64B
2 min read
TSMC nearly doubled its projected semiconductor equipment requirements since late last year amid an AI-driven capacity expansion. The foundry's 2026 capital expenditures are heading toward $64 billion, with tool shortages complicating procurement for the world's largest contract chipmaker.
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