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TSMC Sets Record January Sales, Approves $44.96 Billion Budget for AI Capacity

Management plans $52–$56 billion in 2026 capital spending to expand advanced nodes and packaging.

TSMC’s AI Boom Lifts Margins and Supercharges Spending as U.S. Expansion Accelerates

TSMC Plans 2026 Packaging Outsourcing as AI Demand Overwhelms CoWoS Capacity