TSMC’s supply chain management forum (SCM 2025) begins Tuesday (11/25), a leading indicator of 2026 capex plans and the latest updates on advanced manufacturing technologies, media report, noting analysts see TSMC’s 2026 capex nearing US$50 billion. TSMC’s 2nm capacity is expected to reach 40,000 wafers-per-month (40Kwpm) by end-2025, 60Kwpm by mid-2026, and near 90Kwpm by end-2026. $Taiwan Semiconductor(TSM.US) #Semiconductors
Source: Dan Nystedt
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