TSMC's second-quarter 2026 capital expenditure was NT$496.00 billion, up 66.9% from NT$297.22 billion a year earlier, equal at the report's average rate of 31.60 NT$ per US dollar to about US$15.7 billion
TSMC's management report for the second quarter of 2026, filed with the SEC on Form 6-K, lists capital expenditures of NT$496.00 billion, up from NT$297.22 billion in the second quarter of 2025. The report gives an average exchange rate of 31.60 NT dollars per US dollar for the quarter. TSMC is ramping its chip production capacity for AI.
Verified 2026-10-24
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TSMC is spending more to build AI chip capacity, a sign it expects demand to continue.
- Price
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- AI share of revenue
- 58%
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More on Capital
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- A Brookings Papers draft by Columbia's Stijn Van Nieuwerburgh projects that the US AI build-out of 2025 to 2032 will absorb, every year, 3.63% of GDP, versus 2.24% for the railroads of 1870–1890
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