TSMC affiliate Vanguard (VIS) sees 2026 capex at NT$60-NT$70 billion (US$1.9B-$2.2B) and 1st quarter production line utilization at 80%-85% as demand for chips made using legacy processes surges for server and power chips (PMIC), media report. Last year, VIS spent NT$64B on capex. Most of this year’s spending will be to ramp its Singapore JV fab with NXP Semi to mass production. VIS’s 2025 utilization rate was 74% up from 63% in 2024. $Taiwan Semiconductor(TSM.US) $NXP Semiconductors(NXPI.US) #VIS $Applied Materials(AMAT.US) $ASML(ASML.US) #semiconductors #Singapore
Source: Dan Nystedt
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