TSMC’s board passed a new capital budget of US$29.443 billion on Tuesday, putting total approved budgets for this year at $60.726 billion, compared to its 2026 capex forecast of $64B to $65B, media report, noting the fresh Sony JV announcement lead some to speculate whether 2026 capex might not be raised again. $Taiwan Semiconductor(TSM.US) $Sony(SONY.US) #semiconductors
Source: Dan Nystedt
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