TSMC fab equipment demand nearly doubles in six months — AI surge pushes 2026 CapEx toward $64B amid tool shortages

TSMC's equipment requirements have nearly doubled in just eight months as AI demand drives an unprecedented fab expansion, yet its 2026 CapEx budget has risen by only around 15%.

Original reporting by Tom's Hardware · Anton Shilov. GridIndex is an aggregation and intelligence layer — full credit to the original publisher.