TSMC says it will raise capital expenditures to between $25B and $28B in 2021, an increase of at least 47% YoY
Wall Street Journal
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Discussion
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@jchengwsj
Jonathan Cheng
on x
Taiwan's TSMC, the world's largest contract chipmaker and a key Apple supplier, will spend a whopping $25B-$28B this year to build plant capacity. “A monster number...a signal about how they think about the economic recovery.” @StephanieAYang @yoyominnie https://www.wsj.com/...
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@psimpsonmorgan
Peter Morgan
on x
Material numbers. TSMC, the world's largest contract chip maker, plans to raise capital expenditures to between $25 billion and $28 billion in 2021. (PS: let me know when you see an Australian company make a material statement on expanding capex) https://www.wsj.com/...
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@vladsavov
Vlad Savov
on x
TSMC, chipmaker to Apple and Qualcomm et al, just announced it's planning $25-28 billion in capex this year. Delightfully ridiculous spending to stay top of the market.
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@tculpan
Tim Culpan
on x
Prediction. To be clear, this is NOT based on any inside knowledge or information from sources. Just me spit balling. I think it would make sense if: Intel and TSMC announce some kind of MOU/JV that sees them cooperate on future development and manufacturing in the U.S.
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@greg_ip
Greg Ip
on x
As Intel looks to step up chip outsourcing, TSMC ramps up capacity esp in China. If U.S.' long-term goal is to reduce dependence on China tech supply, it's going backward. & heightens geoeconomic significance of China's threat to retake Taiwan. https://www.wsj.com/... https://twi…
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@donal888
Don Clark
on x
TSMC to spend some big bucks on capacity this year https://www.wsj.com/...
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@joyuwang
Joyu Wang
on x
“It's a monster number.” Taiwan's TSMC plans to boost capex by at least 47% in 2021. https://www.wsj.com/... https://twitter.com/...
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@stshank
Stephen Shankland
on x
Expensive, but super handy to have more fabs on hand if you've claimed processor manufacturing leadership from Intel, build chips for Apple, Qualcomm, AMD, etc., and might be building lots of Nvidia and Intel chips, too. https://twitter.com/...