Sourced evidence
TSMC raises FY2026 capex outlook to $60-64B amid AI demand
TSMC's board approved roughly $29.4 billion in new capital appropriations in August 2026, part of a raised full-year 2026 capex outlook now at $60-64 billion (up from a prior $52-56 billion range), alongside August monthly revenue of NT$514.81 billion (+10.1% month-over-month, +53.3% year-over-year).
- Type
- Government source
- Published
- September 10, 2026
- Confidence
- 90/100
- Filed under
- Taiwan Semiconductor Manufacturing Company
Cite this
InsightNodes, "TSMC raises FY2026 capex outlook to $60-64B amid AI demand" (Taiwan Semiconductor Manufacturing Company). Source: TSMC 6-K filing (SEC EDGAR), September 10, 2026, https://www.sec.gov/Archives/edgar/data/0001046179/000104617926000658/tsm-revenue20260910.htm. https://insightnodes.com/claims/e/tsmc-capex-raise-2026 (accessed October 29, 2026).
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