Home › Chips & Hardware › Report
Chips & Hardware · Report
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 19, 2026 · US · Source: iNews Zoombangla
importance 75