---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000370327.md"
description: "TSMC is seen raising 2026 spending on new plants and equipment to US$42-$45 billion, media report, citing investment analysts, up from $40-$42 billion this year. Such capex spending would mark all-time highs and reflects the frenetic pace TSMC has had to build out capacity to meet strong AI-related demand. $Taiwan Semiconductor(TSM.US) $ASML(ASML.US) $Applied Materials(AMAT.US) $Lam Research(LRCX.US) $KLA(KLAC.US) $Tokyo Electron(TOELY.US) #Semiconductors #semiconductorSource: Dan Nystedt"
datetime: "2025-12-29T00:18:40.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000370327.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000370327.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000370327.md)
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203.md)"
generator: "portal-rs"
---

# TSMC is seen raising 2026 spending on new plants a…


### Related Stocks

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

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