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الاقتصادية
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Taiwanese chipmaker TSMC’s revenue jumped 60% year on year in October 2026 to NT$586.9 billion, or about US$17.9 billion, driven by demand for AI chips. The company plans to build and equip around 20 factories, with capital spending potentially reaching a record US$64 billion in 2026. It is also studying a new site in Texas and discussing possible cooperation with the Terafab project. Despite the strong growth, rising data-center financing costs and volatility in technology stocks are raising concerns about the sustainability of demand and the market’s ability to absorb the new production capacity.
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