TSMC sends scouts to assess US datacenter readiness

TSMC is dispatching personnel to evaluate US datacenter construction and power availability ahead of capacity expansion. The company budgeted $60–64 billion in capex for 2026 and reported Q3 revenue of $46.72 billion, up 41.2% year-on-year.

• TSMC's 2026 capex planned at $60–64 billion
• Q3 revenue reached $46.72 billion, up 41.2% YoY
• Q4 revenue guidance set at $52.3–54.3 billion
• A14 (1.4nm) process to enter volume production in 2028