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TSMC Launches CapEx Blitz



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Report Summary:

Driven by unprecedented semiconductor demand, TSMC raised its CapEx to more than $40 b for 2022. TSMC also raised its long-term growth target. We analyse TSMC's 2022 outlook, growth drivers, business metrics, and CapEx investments in this Insight.
Table of Contents

1. Executive Summary

2. Analysis

    2.1 Revenue Forecast

    2.2 Segment Analysis and Metrics

    2.3 2022 Outlook

    2.4 Wafer Shipments and CapEx Forecast

    2.5 Intel Opportunity and Threat.

    2.6 Roadmap

    2.7 Prepayments and shortages

3. Conclusions


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