TSMC's board approved a capital budget of about US$40.9 billion, and the filing groups advanced packaging with mature and specialty processes in one line.

Concept illustration: three figures in dark suits sit side by side in chairs, each raising one hand, below a black sign at upper right lettered "tsmc" in red over a round grid emblem and "TSMC" in white. In front of them a long row of banded stacks lines the dark table: red stacks on the left carry a white label lettered "ADVANCED PROCESS", followed to the right by beige, white and grey-brown stacks. Printed on the image: 47.5% Advanced-process equipment's share of TSMC's approved capital budget, computed from TSMC's filing.

Nearly half of this budget buys advanced-process equipment, and the filing doesn't separate advanced packaging from mature and specialty processes. The four lines are advanced-process equipment, US$19.442 billion, or 47.5%; advanced packaging, mature and specialty process equipment, US$4.626 billion; R&D and recurring equipment, US$6.051 billion; and real estate and capitalized lease assets, US$10.807 billion (shares are our calculation; Taiwan Stock Exchange, 2026-11-10). The approved amount isn't the same as any one year's capital spending. TSMC also reported October consolidated revenue of about NT$586.89B the same day, up 14.7% on September and 59.7% on a year earlier, figures TSMC compiled itself (Taiwan Stock Exchange, 2026-11-10). How we checked →

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This item ran in the brief of Nov 11, 2026, alongside 15 other items. How we checked it, the quote checks and what was still missing that day are on that issue's How we checked page.

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SecondSource (2026). "TSMC's board approved a capital budget of about US$40.9 billion, and the filing groups advanced packaging with mature and specialty processes in one line.." https://secondsource.io/en/news/2026-11-11-5/. Accessed access date.