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TSMC and memory makers boost capex to offset China export restrictions impact

Monica Chen, Hsinchu; Charlene Chen, DIGITIMES Asia Friday 13 February 2026 0

Credit: DIGITIMES

TSMC raised its 2026 capital expenditure forecast to US$52-56 billion, driving strong demand in the global semiconductor supply chain amid AI growth. Memory giants SK Hynix, Micron, Nanya Technology, and Winbond also expanded capacity plans.

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