NuAxiSemiconductor trade intelligence
[News] Asia’s Chipmakers Reportedly Set to Spend $136B in 2026, Up 25% YoY, Spanning Foundry and Memory
What happened
Major Asian chipmakers plan to invest over $136B in 2026, a 25% YoY increase, led by TSMC's record $52-56B capex and significant HBM/NAND capacity expansions by Samsung, SK hynix, and Kioxia-WD. This surge is driven by AI chip demand, with spending heavily focused on advanced nodes and memory. Bearish: Aggressive capacity expansion across foundry and memory segments signals future supply increase, pressuring prices despite strong current demand.
Impact and signal
Medium impactImpact score: 58/100
Affected components and suppliers
Source and time
Source: TrendForce · 3/3/2026 · View original source
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