TSMC expected to provide capex, advanced technology updates at Thursday investor meet: Report
Taipei, July 13
Taiwan Semiconductor Manufacturing Co. is expected to provide updates on its capital expenditure plans and the progress of its advanced chipmaking technologies at its investor conference scheduled for Thursday, Focus Taiwan reported.
Liu Pei-chen, a researcher at the Taiwan Institute of Economic Research, told CNA on Friday that TSMC's capital expenditure could reach a record high over the next three years as the company continues to prioritise investments in advanced semiconductor manufacturing technologies.
"TSMC's accumulated capex could top US$150 billion during the three-year period," Liu said, according to the report.
At its investor conference in April, TSMC said it expects its 2026 capital expenditure to be at the higher end of its previously guided range of USD 52 billion to USD 56 billion. Liu further stated that the company has also expanded production of its advanced 3-nanometre and 2-nanometre chips to overseas facilities in Arizona, US, and Kumamoto, Japan.
TSMC began mass production of its latest 2-nanometre process technology in Taiwan last year, it said.
The economist said TSMC has maintained stable yields for its advanced manufacturing processes, built a strong customer trust ecosystem, and preserved its technological lead over rivals such as Intel and Samsung Electronics.
To strengthen its leadership in the global semiconductor market, Liu said TSMC is expected to continue allocating the bulk of its capital expenditure towards its 2-nanometre process and next-generation technologies, while accelerating the expansion of its overseas manufacturing footprint.
He also expects the company to increase investments in its advanced Chip-on-Wafer-on-Substrate (CoWoS) packaging technology, highlighting TSMC's chips are also used in high-end smartphones and high-performance computing devices, and for high-bandwidth memory chips.
— ANI
Reader Comments
Taiwan's dominance in chips is remarkable. But US$150 billion capex over 3 years? That's more than India's entire tech budget. Really makes you appreciate how strategic this industry is—and why we need our own ecosystem, not just assembly lines. 🤔
"Stable yields" and "strong customer trust ecosystem" — this is why Apple, NVIDIA, and AMD all rely on TSMC. Meanwhile, Intel and Samsung are playing catch-up. For India, the lesson is clear: you can't shortcut R&D and quality. Patience pays off. 🎯
Global chip supply chain is still heavily Taiwan-centric. Geopolitical risks aside, TSMC's tech moat is impressive. The Arizona and Japan fabs show they're diversifying, but advanced nodes remain mostly in Taiwan. India should aim to be a credible alternative for mature nodes first. 🏭
Honestly, I wish India had the kind of capital and talent to compete at this level. Our chip design talent is world-class (look at all the Indian-origin CEOs in semis), but manufacturing is a different beast. Hope our govt's billion-dollar incentives actually attract serious players soon. 🙏💡
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