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 billion to $56 billion. This represents an increase of approximately 32% compared to the $40.9 billion from the previous year and is significantly above the previous market consensus of $46 billion. 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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