NuAxiSemiconductor trade intelligence
👀 Beyond the eye-popping capex forecasts, what else caught analysts' attention? From 2nm and CoWoS to pricing power and margins, here’s what matte...
What happened
According to the tweet (posted Oct 16, 2026, 8:59 AM) citing TrendForce: TSMC, after signaling sharply higher capex over the next 3 years, is now forecast by foreign brokerages to reach capex of US$80–85B in 2027, up from US$60–64B in 2026; UBS goes even further, eyeing US$105B in 2028. These are brokerage forecasts (planned/expected), not achieved results; the tweet also notes analysts' attention to TSMC's 2nm, CoWoS, pricing power and margins, but the source does not state the cause of the higher capex.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
capital expenditure (capex)
TSMCcapex2nmCoWoSforeign brokeragesUBS
Source and time
Source: TrendForce Official (Market Data) · 10/16/2026 · View original source
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders