EXCLUSIVE: TSMC Plans Up to $64 Billion in Capex and Still Isn’t ‘Building Enough,’ Says Applied Materials Veteran
Applied Materials veteran Steve Williams says TSMC may still be underbuilding despite plans for up to $64 billion in capex.
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October 7, 2026 records indicate that Representative Josh Gottheimer filed a sale of Applied Materials (NASDAQ:AMAT), valued between $2,002 and $30,000. According to the October filing, the transaction occurred on
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Applied Materials veteran Steve Williams says TSMC may still be underbuilding despite plans for up to $64 billion in capex.
Memory chips are 57% of global chip sales. BofA sees memory sales of $937 billion in 2026 and $2 trillion by 2030. The year-by-year numbers for Micron.