The increase in 2025 is primarily driven by two companies. TSMC, with plans to increase capex 34% y-o-y to between $38 ...

While this will still be significantly less than TSMC plans to invest in its production capacity, it will still be substantially higher than Samsung's alleged CapEx, if the report is to be believed.

Jefferies upgraded Applied Materials (NASDAQ:AMAT) to Buy and downgraded KLA Corp to Hold amid shifting trends in semiconductor spending and evolving dynamics in China. The firm raised its 2025 wafer ...

Whether in terms of market commonality or resource similarity, South Korea’s Samsung Electronics Co is the biggest competitor of Taiwan Semiconductor Manufacturing Co (TSMC). The two companies have ...

TSMC is solidifying its market dominance with advanced tech, thriving amid hyperscaler spending boosts and trade hurdles. See more on TSM stock here.

The hyperscalers are still spending tens of billions of dollars in CapEx ... at this and see TSMC's market position wavering, this is almost certainly a negotiating tactic. Samsung has not ...

The hyperscalers are still pumping tens of billions into CapEx, keeping margins ... taking a back seat and Samsung facing yield issues on its 3nm process, TSMC now holds over 64% of the market ...

Choppy Waters for TSMC Bulls While top-line growth is sailing smoothly, there are some concerns on the bottom line, mainly due to increasing capex and the impact on operating margins as TSMC ...