TSMC's projected 2027 capex of $73 billion falls short of market expectations due to EUV equipment constraints
The projection trails the consensus estimate of $80 billion.
Story Brief
The projection trails the consensus estimate of $80 billion.
The projection trails the consensus estimate of $80 billion.
The projection trails the consensus estimate of $80 billion.
> •2027 capes est: US$73bn (below consensus $80-85bn), likely capped by EUV supply LPP EUV is a very annoying technology, doesn't scale worth a damn though maybe europoors are to blame https://twitter.com/sssjeffpu/status/2074676577552765388
