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TSMC 4Q21 Impact on SCE: CapEx Hike Supports Secular Growth Thesis

TSMC CapEx 2022 outlook of $40-44bn, at midpoint is 20% higher vs. prior consensus estimate. Analysts expect 2022 WFE spend to rise to 109bn, +20%...

By bbern3 on Jan. 14, 2022, 12:28 p.m.
Tagged topics: semiconductors
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