TSMC stock
On October 15, 2026, Taiwan Semiconductor Manufacturing Co. (TSMC) increased its full--year 2026 capital expenditure budget to between $60 billion and $64 billion, up from its previous guidance range of $52 billion to $56 billion, to accelerate capacity expansion for leading--edge nodes and advanced packaging. Concurrently, management raised its full--year 2026 revenue growth forecast to approximately 44% in U.S. dollar terms—up from prior guidance of around 40%—and projected fourth--quarter revenue between $52.3 billion and $54.3 billion, representing an estimated 58% year--over--year increase.