TSMC projected to spend $80-90 billion in capital expenditure in 2027
Original headlineTSMC 2027년 800억~900억달러 자본지출 전망
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TSMC’s board approved a roughly $40.93 billion capital budget on June 10, covering advanced-process and packaging equipment, fab construction, and 2027 R&D, while Bank of America projects the company’s 2027 capital expenditure at $80–90 billion versus its own $83 billion estimate and a $62 billion forecast for 2026. The 2027 figure is an analyst estimate, not a confirmed company investment plan. The scale of the spending signals continued capacity buildout for leading-edge nodes and advanced packaging, key to AI accelerator supply chains. Investors will watch TSMC’s formal capex guidance and any upward revisions to 2026 spending as demand visibility for advanced nodes becomes clearer.
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TSMC (TSM), Bank of America (BAC), Gelonghui
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