Capital budget guidance for the year
TSMC on 2026. Every value ever published for this period, in the order it was issued. Nothing here is computed: no delta, no percentage, no judgement about the movement.
On the record now
Issued 2026-07-16 by TSMC · TSMC 2Q26 Earnings Conference Transcript (investor.tsmc.com; transcript produced by Refinitiv/LSEG StreetEvents)
Everything published for this period
3 statements. Ordered by the date each was issued.
| Issued | Value as published | Source | |
|---|---|---|---|
| 2026-01-15 | between US$52 billion and US$56 billion | first on the record | TSMC Reports Fourth Quarter EPS of NT$19.50 (earnings release, exhibit to Form 6-K) |
| 2026-04-16 | towards the high end of our range of between USD52 billion and USD56 billion Stated as towards the high end of the range given in January 2026; no new range was given. | repeated | TSMC 1Q26 Earnings Conference Transcript (investor.tsmc.com; transcript produced by Refinitiv/LSEG StreetEvents) |
| 2026-07-16 | between USD60 billion and USD64 billion | restated | TSMC 2Q26 Earnings Conference Transcript (investor.tsmc.com; transcript produced by Refinitiv/LSEG StreetEvents) |
The result
No result for this period is on the record. That means this record does not hold one, which is not the same as the publisher not having reported one.
Cite this
The figure, the publisher, the date it was issued, the source, and what it replaced. The last of those is the part no other source can give you. Every qualifier the publisher attached travels with it.
For a memo
TSMC, capital budget guidance for the year, target 2026: between USD60 billion and USD64 billion, issued 2026-07-16. Previously towards the high end of our range of between USD52 billion and USD56 billion, issued 2026-04-16. Source: TSMC 2Q26 Earnings Conference Transcript (investor.tsmc.com; transcript produced by Refinitiv/LSEG StreetEvents), https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-08/3e494f0c14dd0890f897aa044415e21d93486cc4/TSMC%202Q26%20Transcript.pdf#page=4. Recorded by Silicon Almanac, which retains every prior value: https://siliconalmanac.com/figure/tsmc-capex-guidance/2026/
Everything in one paragraph, including what this figure replaced.
For the bottom of a slide
Source: TSMC (2026-07-16), TSMC 2Q26 Earnings Conference Transcript (investor.tsmc.com; transcript produced by Refinitiv/LSEG StreetEvents). Revision history: https://siliconalmanac.com/figure/tsmc-capex-guidance/2026/
One line. The value is deliberately not repeated here: on a slide the number is on the slide, and a footnote that restates it is one edit away from disagreeing with it.
For a spreadsheet
publisher figure target_period value_as_published issued qualifiers source_title source_url previous_value previous_issued figure_page retrieved TSMC Capital budget guidance for the year 2026 between USD60 billion and USD64 billion 2026-07-16 TSMC 2Q26 Earnings Conference Transcript (investor.tsmc.com; transcript produced by Refinitiv/LSEG StreetEvents) https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-08/3e494f0c14dd0890f897aa044415e21d93486cc4/TSMC%202Q26%20Transcript.pdf#page=4 towards the high end of our range of between USD52 billion and USD56 billion 2026-04-16 https://siliconalmanac.com/figure/tsmc-capex-guidance/2026/
Two lines, tab separated: the headings and one row. Tabs rather than commas because several of these values contain commas, and quoting rules are a second thing to get wrong. The columns do not line up on screen and do line up once pasted.
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Elsewhere in this record
No values here, only where to find them. Two figures put side by side is a comparison, and a comparison this site chose would be a claim it did not source.
The same figure, other periods: 2025
Other figures from TSMC on this record: