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Goldman Sachs Raises TSMC's Capital Expenditure Forecast: 2027 Spending Expectation Increases from US$70 Billion to US$78 Billion
6 hour ago /
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Author：小编
Data shows that Goldman Sachs has maintained its forecast for TSMC's capital expenditure at US$56 billion in 2026, while raising its expectations for 2027 from US$70 billion to US$78 billion, and for 2028 from US$74 billion to US$82 billion. The upward revision is attributed to the sustained growth in demand for AI infrastructure and the planned commissioning of multiple new cleanrooms after 2027, prompting TSMC to further expand its front-end and back-end chip manufacturing capacities.
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