The $56 Billion Draft: Follow TSMC’s CapEx Stream

TSMC logo on silicon wafer in chip fab, highlighting semiconductor supply and Taiwan tech stock outlook. Key Points The leading foundry is increasing its budget to fund a massive expansion of manufacturing capacity for artificial intelligence processors. Equipment manufacturers are seeing increased demand for specialized tools required to produce the next generation of advanced transistor architectures. The transition to complex new chip designs forces manufacturers to purchase specific machinery that ...