TSMC → unnamed vendor(s) — compute silicon & systems
derived range — 10-20% of TSMC's $60-64B FY2026 capex guidance, bucketed with testing and mask-making, not a company-stated standalone figure (paid to unnamed vendors/contractors — this source doesn't disclose who specifically got the money)
derived range — 10-20% of TSMC's $60-64B FY2026 capex guidance, bucketed with testing and mask-making, not a company-stated standalone figure (paid to unnamed vendors/contractors — this source doesn't disclose who specifically got the money)
Sourced figures 1
the working
Basis
derived range — 10-20% of TSMC's $60-64B FY2026 capex guidance, bucketed with testing and mask-making, not a company-stated standalone figure (paid to unnamed vendors/contractors — this source doesn't disclose who specifically got the money)
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