TSMC’s certainty over capacity needs now extends 2-years out instead of one, media report, as the chip giant now engages contractors for new chip fabs or packaging plants 2-years ahead of time instead of 1-year previously, so contractors can start gathering resources early. Many analysts now see TSMC’s capex hitting US$50 billion or more next year. $Taiwan Semiconductor(TSM.US) $ASML(ASML.US) $Applied Materials(AMAT.US) $Tokyo Electron(TOELY.US) $KLA(KLAC.US) $Lam Research(LRCX.US) #Semiconductors
Source: Dan Nystedt
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