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BofA: TSMC's 2027 Capital Expenditure Expected to Reach Up to $90 Billion as Advanced Process Capacity Expansion Accelerates
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Author：小编
According to a research report by BofA Securities, TSMC's board has approved a capital budget of $41 billion, with the approved budget for 2026 rising 116% year-over-year. Of this total, 56% is allocated to the expansion and upgrade of advanced front-end processes—the highest share since 2022—reflecting an acceleration in 3nm and 2nm capacity expansion. TSMC's cumulative approved capital budget growth rate has climbed to 50% year-over-year, surpassing the long-term trend of 40% to 45%. BofA expects 2027 capital expenditure to reach $80 billion to $90 billion, up from its 2026 forecast of $62 billion. The bank projects $83 billion for 2027, while the market consensus stands at approximately $80 billion.
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