[HARDWARE]■ STORY TIMELINE
TSMC RAISES 2026 CAPEX TO $60B-$64B ON AI DEMAND
Taiwan Semiconductor Manufacturing Co. increased capital expenditure projections for 2026 and raised revenue growth forecasts, citing strong artificial intelligence demand driving the semiconductor industry.
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Debby Wu / Bloomberg: TSMC raises its 2026 capex projections from $52B-$56B to $60B-$64B, and ups revenue growth project…