It's rumored that $TSM's 2025 capex may reach $36B due to higher R&D spending and strong 2nm demand. $ASML and $AMAT are expected to benefit the most.
Note: TSMC's capex in 2024 is expected to be $28B-$32B. Mass production of 2nm will start in 2025, with capacity expansion plans across Taiwan, including Nanke.
Despite the increased spending, strong cash flow from advanced processes should support rising dividends.
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- HarryCox·07-01Nice potential for $TSMLikeReport
- JoshuaAlexander·07-01Great news for $TSMLikeReport