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Story summary
- Taiwan Semiconductor Manufacturing Company (TSMC) plans a record $52–$56 billion in 2026 capital expenditure to meet AI and high-performance computing demand.
- Chairman Mark Liu says AI demand is substantial and not a trend.
- TSMC projects AI accelerator revenue growth from 45% to 54–59%.
- The company will expand capacity in Taiwan and Arizona, including a gigafab cluster.
- This aims to address supply-demand gaps and sustain robust revenue and profit growth.
