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TSMC CEO: Full-scale capacity expansion still struggles to meet strong AI demand
ME News, on April 16 (UTC+8), according to Beating Monitoring, TSMC executives announced at the earnings call on Thursday afternoon that the company’s capital expenditures in 2026 are expected to come close to the top end of the range of $52 billion to $56 billion. When asked about the source of confidence supporting this level of capital spending, TSMC Chairman and CEO Wei Zhejia replied: “The answer is very simple—demand is extremely strong, especially for high-performance computing and artificial intelligence applications. We are fully accelerating and placing orders for equipment in advance, but supply remains tight, and demand continues to grow. That is why capital expenditure is heading toward the top end of the range.” (Source: BlockBeats)