TSMC Lifts 2026 Capex Ceiling To $64 Billion On AI Bet
The chipmaker now projects dollar revenue growth above 40% next year, up from its earlier 30%-plus floor.
- New 2026 capex range set at $60 billion to $64 billion, an $8 billion jump from prior guidance.
- Revenue growth forecast raised from 30%-plus to 40%-plus year over year in dollar terms.
- TSMC credits both upgrades entirely to what it calls the AI megatrend.
Why it matters: A single foundry now spends more than most nations' budgets on one industry's appetite holding steady.
Techmeme, citing Debby Wu/Bloomberg on TSMC's raised 2026 capex ($60B-$64B) and revenue growth (40%+) guidance ↗ · Jul 16, 20267/16/26 · ✓ Checked✓ Check