Posture

expanding

med confidence · as of 2026-07-26 · about TSMC

Raised 2026 capex to $60-64B (from $52-56B) on AI demand; $265B total US commitment (+$100B, Jul-2026); AZ/JP/DE fabs in flight; record revenue, ~70% foundry share.

Sourced figures 3

Wikipedia — TSMC (2026 capex) 2026 capex guidance raised to US$60-64B (from $52-56B), citing AI chip demand
2026-07 med
Wikipedia — TSMC (Arizona/US buildout) additional US$100B announced -> US$265B total planned US investment (Jul-2026)
2026-07 med
kestrel board.yaml — tsmc (internal anchor, 2026-07-25) board.yaml anchor: 'raised 2026 capex to $60-64B + $100B Arizona; CHOKEPOINT'
2026-07 med

the working

Basis

Raised 2026 capex to $60-64B (from $52-56B) on AI demand; $265B total US commitment (+$100B, Jul-2026); AZ/JP/DE fabs in flight; record revenue, ~70% foundry share.

Threads 1

TSMC Capacity Race open

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