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UBS: TSMC's 'Surprise CapEx Hike' Reinforces Confidence In AI Supply Chain

UBS: TSMC's 'Surprise CapEx Hike' Reinforces Confidence In AI Supply Chain TSMC, or Taiwan Semiconductor Manufacturing Co., the world's largest contract chipmaker, raised its 2026 spending and revenue outlook on Thursday morning, a move UBS analysts said "boosts confidence in the AI supply chain." TSMC manufactures chips designed by companies such as Nvidia, Apple, AMD, Qualcomm and Broadcom. It is a major supplier of Nvidia chips used in AI data centers. The company now expects 2026 capital expenditures of $60 billion to $64 billion, up from its previous forecast of $52...
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Apr 18, 2026 / Tyler Durden
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Apr 4, 2026 / Tyler Durden
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Jul 7, 2026 / Tyler Durden
Anthropic Removes "Scary" Secret Claude Tracker After Developer Stumbles Across It
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