Semiconductor industry capex was $166 billion in 2025, up 7% YoY, says Semiconductor Intelligence (SI). SI estimates 2026 capex will be $200 billion, up 20% from 2025. TSMC was the largest spender in 2025 with $40.9 billion in capex, 25% of the total. TSMC projects 2026 capex will be between $52 billion and $56 billion, an increase of 27% to ...
2026 semiconductor capex to increase 20% YoY
