Market analyst Charles Shum said that TSMC's (TSM.N) upcoming earnings call will focus on its 2026 capital expenditure plans, particularly its ability to support larger-scale capital expenditures given the continued tight capacity of advanced process

2026-07-16

Market analyst Charles Shum said that TSMC's (TSM.N) upcoming earnings call will focus on its 2026 capital expenditure plans, particularly its ability to support larger-scale capital expenditures given the continued tight capacity of advanced process and advanced packaging technologies, and how it will respond to competition from Intel's EMIB-T advanced packaging technology and Tesla's Terafab project.