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On the latest investor call the big story was the increase in CAPEX for 2026 and the expected CAPEX for 2027. TSMC raised the CAPEX ceiling for 2026 from US$56 billion to US$64 billion. My guess would be US$64 billion will be spent if not more. We have been discussing this in the SemiWiki Forum and my guess for 2027 TSMC CAPEX is and incredible… Read More
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Consolidation and Competition: Who is Winning the $4.5 Billion Interface IP Race?