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TSMC CEO responds to the “significant upward adjustment of 2026 capital expenditure guidance”: due to capacity expansion and higher equipment prices

2026-07-16 09:16:00

Mars Finance News: On July 16, TSMC announced that it will raise its 2026 full-year capital expenditure guidance from $52–56 billion to $60–64 billion. TSMC Chairman and CEO Wei Zhejia said during the earnings call that the incremental demand for the increased spending comes from two areas: first, market demand continues to rise, and customers strongly urge TSMC to expand capacity in parallel; second, equipment inflation is increasing procurement costs. (Wide-angle Observation)

TSM-2.32%

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