TSMC Capital Expenditure Guidance Increases 15% to $60B

TSMC raises 2026 capex forecast to $60-64B, signaling robust demand for advanced nodes. Nvidia partners with Noetra for AI infrastructure, while memory chip stocks decline sharply.

Woofun AI reports that TSMC increased its full-year 2026 capital expenditure guidance to $60-64 billion, up from the previous range of $52-56 billion, and anticipates mass production of A14 process chips starting in 2028. Nvidia established a partnership with Japan's Noetra to deploy an AI factory featuring 13,750 Vera CPUs and 27,500 Rubin GPUs, delivering 140 megawatts of computing power for physical AI development.

In market movements, memory chip equities extended losses with SK Hynix and SanDisk dropping over 7%, Western Digital falling nearly 8%, and Micron Technology declining nearly 5%. International spot gold fell 1.08% to $4,016.39 per ounce, while spot silver dropped 2.49% to $56.30 per ounce. WTI crude oil futures rose 1.14% to $80.019 per barrel. Anthropic underwriters are arranging institutional investor meetings ahead of a potential October IPO. Citigroup placed Lumentum on a 90-day "upside catalyst watch" list.