Will TSM's Aggressive Capex Plan Strengthen Its Foundry Dominance?

Key Takeaways TSM plans $52B-$56B capex in 2026, up 27-37% from 2025 to support growth.Taiwan Semiconductor is allocating 70-80% of capex to 3nm and 2nm technologies.TSM is expanding fabs in the U.S., Japan, Germany and Taiwan to meet AI chip demand.Taiwan Semiconductor Manufacturing Company (TSM) , also known as TSMC, is significantly increasing its capital spending to maintain its leadership in advanced chip manufacturing. The company plans to invest between $52 billion and $56 billion in 2026, indicating ...