TSMC's capex surprise reveals blind spots in semiconductor forecasting

Rod Chang, Taipei; Jingyue Hsiao, DIGITIMES Asia Tuesday 27 January 2026 0

Credit: AFP

TSMC's recently announced capex surpassed market expectations by US$6 billion to US$8 billion, driven by factors that analysts had previously overlooked, DIGITIMES analyst Luke Lin said in a podcast episode. This development signals structural changes...

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