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"$TSM raised its CAPEX a whopping 😉 $2B from $38B-42B to $40-42B for 2025. Its October so it seems like theyd know the exact number. Im a lot more interested in 2026 which we didnt hear anything about. The whisper number for XX is $43-$48B. Not giant growth but still growth"
X Link @PatrickMoorhead 2025-10-16T15:22Z 54.1K followers, 12.4K engagements