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TSMC raised capex guidance to $64 billion despite strong earnings, signaling aggressive capacity expansion to serve Nvidia and hyperscaler demand.
Locks in years of CoWoS shortage relief; TSMC's bet on demand sustainability is more bullish than market sentiment, backing Nvidia's multi-year growth thesis.
Trade pressSlicast · July 18, 2026 at 12:43 UTC · US · Source: iNews Zoombangla
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