TSMC(US:TSM) Sou Hu Cai Jing·2026-02-24 12:40Group 1 - The semiconductor equipment sector experienced a rebound after an initial decline on the first trading day post-holiday, with the China Securities Cloud Computing and Big Data Index down by 2.1%, while the China Securities Chip Industry Index rose by 0.4% and the China Securities Semiconductor Materials and Equipment Index increased by 0.8% [1] - The semiconductor equipment ETF, specifically the E Fund (159558), attracted approximately 250 million yuan in the five trading days before the holiday, indicating strong investor interest [1] - China Galaxy Securities highlighted that the demand for AI computing power, the upward cycle of storage chips, and the penetration of advanced packaging technology are collectively driving the demand for semiconductor equipment, with a strong expectation for market growth through 2026 [1] Group 2 - TSMC is projected to increase its capital expenditure to between 52 billion and 56 billion USD in 2026, a significant rise from 40.9 billion USD in 2025, further emphasizing the market opportunities in semiconductor equipment [1]