Chipmaker AI capacity capital spending
TSMC, Micron, Samsung and SK hynix capex by quarter and year, in native currency, plus fab plans and forecast ranges. The capacity behind every AI cluster.
| TSMC 2026 Q1 | capex | 11.11 | — | USD | Reported | 2026 Q1 | Consolidated capex | 2026-11-11 |
|---|---|---|---|---|---|---|---|---|
| TSMC 2026 Q2 | capex | 15.71 | — | USD | Reported | 2026 Q2 | Consolidated capex | 2026-11-11 |
| TSMC 2026 Q3 | capex | 13.841 | — | USD | Reported | 2026 Q3 | Consolidated capex | 2026-11-11 |
| Micron 2026 annual | capex | 27.371 | — | USD | Reported | FY2026 annual | Net capital expenditures | 2026-11-11 |
| Micron 2026 Q4 | capex | 10.771 | — | USD | Reported | FY2026 Q4 | Net capital expenditures | 2026-11-11 |
| Micron 2026 Q3 | capex | 7.11 | — | USD | Reported | FY2026 Q3 | Net capital expenditures | 2026-11-11 |
| Micron 2026 Q2 | capex | 51 | — | USD | Reported | FY2026 Q2 | Net capital expenditures | 2026-11-11 |
| TSMC 2025 annual | capex | 40.91 | — | USD | Reported | 2025 | Consolidated annual capex | 2026-11-11 |
| TSMC 2025 Q1 | capex | 10.061 | — | USD | Reported | 2025 Q1 | Consolidated capex | 2026-11-11 |
| TSMC 2025 Q2 | capex | 9.631 | — | USD | Reported | 2025 Q2 | Consolidated capex | 2026-11-11 |
| TSMC 2025 Q3 | capex | 9.71 | — | USD | Reported | 2025 Q3 | Consolidated capex | 2026-11-11 |
| TSMC 2025 Q4 | capex | 11.511 | — | USD | Reported | 2025 Q4 | Consolidated capex | 2026-11-11 |
| TSMC 2026 January outlook | guidance | 521 | 561 | USD | Range | 2026 | Annual capital budget forecast | 2026-11-11 |
| Micron 2026 Q1 | capex | 4.51 | — | USD | Reported | FY2026 Q1 | Net capital expenditures | 2026-11-11 |
| Micron 2025 annual | capex | 13.81 | — | USD | Reported | FY2025 annual | Net capital expenditures | 2026-11-11 |
| Micron 2025 Q4 | capex | 4.931 | — | USD | Reported | FY2025 Q4 | Net capital expenditures | 2026-11-11 |
| Micron 2025 Q3 | capex | 2.661 | — | USD | Reported | FY2025 Q3 | Net capital expenditures | 2026-11-11 |
| Micron 2025 Q2 | capex | 3.091 | — | USD | Reported | FY2025 Q2 | Net capital expenditures | 2026-11-11 |
| Samsung 2024 annual | capex | 46,3001 | — | KRW | Reported | 2024 annual | Device Solutions capex | 2026-11-11 |
| TSMC 2024 annual | capex | 29.761 | — | USD | Reported | 2024 | Consolidated annual capex | 2026-11-11 |
| TSMC 2024 Q1 | capex | 5.771 | — | USD | Reported | 2024 Q1 | Consolidated capex | 2026-11-11 |
| TSMC 2024 Q2 | capex | 6.361 | — | USD | Reported | 2024 Q2 | Consolidated capex | 2026-11-11 |
| TSMC 2024 Q3 | capex | 6.41 | — | USD | Reported | 2024 Q3 | Consolidated capex | 2026-11-11 |
| TSMC 2024 Q4 | capex | 11.231 | — | USD | Reported | 2024 Q4 | Consolidated capex | 2026-11-11 |
| Micron 2025 Q1 | capex | 3.131 | — | USD | Reported | FY2025 Q1 | Net capital expenditures | 2026-11-11 |
| Micron 2024 annual | capex | 8.121 | — | USD | Reported | FY2024 annual | Net capital expenditures | 2026-11-11 |
| Micron 2024 Q4 | capex | 3.081 | — | USD | Reported | FY2024 Q4 | Net capital expenditures | 2026-11-11 |
| Micron 2024 Q3 | capex | 2.061 | — | USD | Reported | FY2024 Q3 | Net capital expenditures | 2026-11-11 |
| Samsung 2024 Q1 | capex | 9,7001 | — | KRW | Reported | 2024 Q1 | Device Solutions capex | 2026-11-11 |
| SK hynix M15X plan | commitment | 20,0001 | — | KRW | More than | Buildout announced 2024 | Fab and equipment investment plan | 2026-11-11 |
| SK hynix Yongin plan | commitment | 120,0001 | — | KRW | Approximately | Multi-year plan as disclosed 2024 | Semiconductor cluster investment plan | 2026-11-11 |
| SK hynix Indiana packaging | commitment | 3.871 | — | USD | Approximately | Buildout announced 2024 | Advanced packaging investment plan | 2026-11-11 |
| Micron 2024 Q2 | capex | 1.251 | — | USD | Reported | FY2024 Q2 | Net capital expenditures | 2026-11-11 |
| Samsung 2023 annual | capex | 48,4001 | — | KRW | Reported | 2023 annual | Device Solutions capex | 2026-11-11 |
| Samsung 2023 Q4 | capex | 14,9001 | — | KRW | Reported | 2023 Q4 | Device Solutions capex | 2026-11-11 |
| TSMC 2023 annual | capex | 30.451 | — | USD | Reported | 2023 annual | Consolidated capex | 2026-11-11 |
| TSMC 2023 Q1 | capex | 9.941 | — | USD | Reported | 2023 Q1 | Consolidated capex | 2026-11-11 |
| TSMC 2023 Q2 | capex | 8.171 | — | USD | Reported | 2023 Q2 | Consolidated capex | 2026-11-11 |
| TSMC 2023 Q3 | capex | 7.11 | — | USD | Reported | 2023 Q3 | Consolidated capex | 2026-11-11 |
| TSMC 2023 Q4 | capex | 5.241 | — | USD | Reported | 2023 Q4 | Consolidated capex | 2026-11-11 |
| Micron 2024 Q1 | capex | 1.731 | — | USD | Reported | FY2024 Q1 | Net capital expenditures | 2026-11-11 |
| Micron 2023 annual | capex | 7.011 | — | USD | Reported | FY2023 annual | Net capital expenditures | 2026-11-11 |
| Micron 2023 Q4 | capex | 1.011 | — | USD | Reported | FY2023 Q4 | Net capital expenditures | 2026-11-11 |
| Micron 2023 Q3 | capex | 1.381 | — | USD | Reported | FY2023 Q3 | Net capital expenditures | 2026-11-11 |
| Samsung 2023 Q1 | capex | 9,8001 | — | KRW | Reported | 2023 Q1 | Device Solutions capex | 2026-11-11 |
| Micron 2023 Q2 | capex | 2.161 | — | USD | Reported | FY2023 Q2 | Net capital expenditures | 2026-11-11 |
| Micron 2023 Q1 | capex | 2.471 | — | USD | Reported | FY2023 Q1 | Net capital expenditures | 2026-11-11 |
Compare like periods and definitions
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