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On January 16, CITIC Securities released a research report indicating that TSMC's performance in 2025 is projected to hit a new peak, with a substantial hike in its capital expenditure planned for 2026. This underscores the ongoing benefits derived from AI computing power and cutting-edge manufacturing techniques. Considering the domestic shortfall of millions of advanced production capacity units, domestic wafer foundries are aggressively ramping up production. This expansion presents a lucrative, multi-billion-dollar opportunity for the equipment market, with expectations that the localization rate will double. CITIC Securities is upbeat about investments in semiconductor equipment, endorsing platform-leading enterprises and niche-leading enterprises that excel in high-growth segments.
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