半导体 - 晶圆厂产能规划：上调台积电 2027e 与 2028e 资本开支-Greater China Semiconductors-The Foundry Floorplan Raise TSMC's 2027e and 2028e Capex

March 9, 2026 03:01 PM GMT Greater China Semiconductors | Asia Pacific The Foundry Floorplan: Raise TSMC's 2027e and 2028e Capex Our checks with equipment vendors suggest that another 20% capex increase in 2027 is likely, supporting stronger revenue growth in 2027 and beyond. Our TSMC "fab plan research" suggests more aggressive expansion: We recently spoke to TSMC's equipment and chemical suppliers and found TSMC's infrastructure buildout (more clean rooms) more aggressive than we thought. From now to end- ...