AI Demand Explodes and TSMC Increases Capex by 32% - Three Stocks for the [Pole Position]
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On January 15, 2026, industry leader TSMC made a significant statement. For the current fiscal year, the company plans massive investments (Capex) ranging from 52 to 56 billion USD. This represents an increase of approximately 32% compared to the 40.9 billion USD from the previous year and is significantly above the previous market consensus of 46 billion USD. The background of this aggressive capacity expansion is the goal to meet the soaring demand in the AI sector. In a world thirsty for increasingly powerful chips, TSMC thus solidifies its dominance....
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