TSMC's Three-Year Capex to Far Exceed $100 Billion as AI Demand Spills Over to Equipment Makers — BigGo Finance
· Source: finance.biggo.com
In short
TSMC posted record third-quarter revenue surpassing $46 billion and forecasts a strong fourth quarter with revenue growth around 14%. The company plans to increase capital expenditure significantly beyond the previous $101 billion spent from 2023 to 2025, extending investment into 2028 and beyond, fueled by robust demand in AI compute. Simultaneously, ASML reports increasing orders extending through 2029 and 2030, indicating strong AI-driven demand spilling over to semiconductor equipment makers, although TSMC faces margin pressure from new fab ramp-ups and overseas production costs.
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Tags: TSMC, capital expenditure, chip manufacturing, AI demand, semiconductors, equipment