---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000325624.md"
description: "TSMC’s certainty over capacity needs now extends 2-years out instead of one, media report, as the chip giant now engages contractors for new chip fabs or packaging plants 2-years ahead of time instead of 1-year previously, so contractors can start gathering resources early. Many analysts now see TSMC’s capex hitting US$50 billion or more next year. $Taiwan Semiconductor(TSM.US) $ASML(ASML.US) $Applied Materials(AMAT.US) $Tokyo Electron(TOELY.US) $KLA(KLAC.US) $Lam Research(LRCX.US) #SemiconductorsSource: Dan Nystedt"
datetime: "2025-11-26T04:16:09.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000325624.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000325624.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000325624.md)
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203.md)"
generator: "portal-rs"
---

# TSMC’s certainty over capacity needs now extends 2…


### Related Stocks

- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [KLAC.US](https://longbridge.com/en/quote/KLAC.US.md)
- [TOELY.US](https://longbridge.com/en/quote/TOELY.US.md)
- [LRCX.US](https://longbridge.com/en/quote/LRCX.US.md)
- [ASML.US](https://longbridge.com/en/quote/ASML.US.md)
- [AMAT.US](https://longbridge.com/en/quote/AMAT.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**