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EXCLUSIVE: TSMC Plans Up to $64 Billion in Capex and Still Isn’t ‘Building Enough,’ Says Applied Materials Veteran

Oct 8, 2026 · 01:09 PM ET· updated 1h ago
EXCLUSIVE: TSMC Plans Up to $64 Billion in Capex and Still Isn’t ‘Building Enough,’ Says Applied Materials Veteran

Applied Materials veteran Steve Williams says TSMC may still be underbuilding despite plans for up to $64 billion in capex.

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Why It Matters

TSMC is spending huge money to build more factories. But some experts think it still might not be enough to meet demand.

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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.

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