TSMC predicts rising advanced process costs; consumer SoCs may struggle to keep up

Digitimes
By Emily KuoJan 16, 2026, 1:52 am82 ptsTrending
At its earnings call on January 15, 2026, TSMC signaled that its capital expenditures for 2026 will increase to US$52-56 billion, far exceeding market expectations. On top of demand for new capacity buildouts, the company also emphasized during the call that development costs for each new advanced process node…

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