Reported over 1 year ago
TSMC is expected to see a surge in capital expenditure in 2025 due to strong demand, particularly for 2nm chips. The company is rumored to invest between $32 to $36 billion in 2025, marking a 12.5% to 14.3% increase. ASML and Applied Materials are anticipated to benefit from this capital expenditure increase, with potential ripple effects on other associated factories. TSMC remains focused on long-term structural market demand, with plans for 2nm production and capacity expansion progressing towards 2025.
Source: YAHOO