Sravan Kundojjala(@SKundojjala):TSMC mentioned tool inflation is one of the drivers behind its capex increase to $60-$64B from $52-$56B for CY26. Semicap gross margins will benefit. ASML already said current environment is good for price increases. AMAT has been messaging for a while about value pricing.

Sravan Kundojjala

@SKundojjala

Semiconductors, Analyst @SemiAnalysis_ No investment advice. Opinions are mine only.

Joined September 2011

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Sravan Kundojjala@SKundojjala

2026.07.19 12:59

TSMC mentioned tool inflation is one of the drivers behind its capex increase to $60-$64B from $52-$56B for CY26. Semicap gross margins will benefit. ASML already said current environment is good for price increases. AMAT has been messaging for a while about value pricing.