“At TSMC, a higher level of capital expenditures is always correlated with higher growth opportunities in the following years. Given the continued robust multi-year demand from our customers, including the emerging agentic AI market, we reiterate our full-year 2026 capital budget to be between $60 billion and $64 billion.”
The $60–64B budget was set in July 2026 (up from $52–56B in January) and reiterated here; actual 2026 capex is reported with Q4 results in January 2027.