"Capacity is very tight"! Taiwan Semiconductor's performance guidance exceeds expectations across the board, and capital expenditures will significantly increase over the next three years
Taiwan Semiconductor announced that its capital expenditure plan for 2026 will reach up to $56 billion, a significant increase of 37% compared to the actual expenditure of $40.9 billion in 2025, setting a new historical high for the company. It is expected that Q1 revenue will reach between $34.6 billion and $35.8 billion, exceeding the market consensus expectation of $33.22 billion. The guidance for gross margin and operating margin is also significantly better than analysts' expectations, at 63%-65% and 54%-56%, respectively
Wallstreetcn·