TSMC CEO: Full capacity expansion still cannot meet strong AI demand.

This Thursday afternoon, TSMC executives announced at a press conference that the company's capital expenditure for 2026 is expected to be close to the top end of the range of 52 to 56 billion US dollars. When asked about the sources of confidence supporting this capital expenditure, TSMC Chairman and CEO C.C. Wei replied: "The answer is simple: demand is extremely strong, especially in high-performance computing and artificial intelligence applications. We are fully accelerating and pre-purchasing equipment, but supply remains tight, and demand continues to grow. That is the reason for the capital expenditure toward the upper end of the range."