Formosa Semiconductor Announces $70B Capital Expenditure Plan in 2026 to Fuel AI Expansion

Formosa Plastics Group's (3711-TW) subsidiary, Formosa Semiconductor, announced at its earnings call on February 5, 2026, that full-year capital expenditures will reach $70 billion, a 15% increase from $61.5 billion in 2025, to support AI growth. Senior management attributed the boost to expanding capacity in AI inference and large model training, with full automation expected to enter volume production by year-end for 310x310 panel-level packaging. The company will also prepare for 620x620 packaging depending on量产规模, technical needs, and I/O requirements. Last year's investments totaled $34 billion in equipment and $21 billion in fabs, with factory spending expected to remain stable while equipment spending rises to $39 billion in 2026.