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TSMC’s $265B US Expansion: Four New Chip Fabs Planned

William Attardi on July 17, 2026

Taiwan Semiconductor Manufacturing Co has expanded its investment in US chipmaking capacity, bringing the total planned amount to $265 billion. The chipmaker has earmarked another four fabrication plants as part of the $100 billion package, bringing TSMC’s total US capacity to 10 factories and two packaging facilities. The expansion comes as AI demand continues to stretch TSMC’s capacity, with the company reporting record quarterly profits and raising its capital expenditure forecast to between $60 billion and $64 billion. It comes five months after TSMC announced its first $100 billion investment increase, committing the company to building three additional fabrication plants, two packaging facilities, and a research lab in Phoenix, Arizona. TSMC’s $265B US Expansion: Four New Chip Fabs Planned

Nvidia to Increase Spend in Taiwan by $150 Billion

William Attardi on May 28, 2026

Nvidia announced its plan to expand spending on chip manufacturing in Taiwan to $150 billion, up from $10 billion just a few years ago. By the end of the year, Nvidia will have a brand-new office complex called Constellation, and could have as many as  4,000 employees in northern Taipei when it opens by the end of the decade. Right now, Nvidia has about 1,000 employees in Taiwan. Nvidia will design the new AI computer chips. TSMC, the world’s largest chip maker, will manufacture them. As a result, Nvidia will be TSMC’s largest customer, surpassing Apple. Business News Today – tEDmag

Report Shows TSMC Hitting Demand Maximum

William Attardi on March 24, 2026

Taiwan Semiconductor Manufacturing Company (TSMC) is reportedly reaching its limit for supply chain demand, creating bottlenecks for the first time in the company’s history. As demand if AI chips grows, the company that once thought it would never hit capacity is now falling behind. In a report in Reuters, the strain is forcing TSMC to build more facilities by the end of next year. TSMC announced it was struggling with demand earlier this year, as the AI infrastructure grow at a rapid pace. The company is continuing its partnerships with Nvidia and Apple. Business News Today – tEDmag

America Signs Semiconductor Trade Deal with Taiwan

William Attardi on January 22, 2026

This unprecedented commitment will strengthen U.S. economic resilience, create high-paying jobs, and bolster national security. The agreement establishes a strategic economic partnership between the United States and Taiwan to decisively strengthen U.S. domestic semiconductor supply chains and secure America’s technological and industrial leadership. Taiwan will facilitate U.S. investment in the Taiwanese semiconductor, AI, defense technology, telecommunications, and biotechnology industries to expand market access for American companies, deepen technological collaboration, and strengthen U.S. leadership in critical and emerging industries. The agreement will enhance balanced trade through a predictable tariff framework. America Signs Semiconductor Trade Deal With Taiwan – electrifiED

Interesting: The Three Pillars of Independence of an Organization

The 3 Pillars of Independence most commonly refers to a framework from the UK voluntary sector (specifically promoted by organizations like Bond and the Directory of Social Change). It is a toolkit for assessing and maintaining the independence of charities, NGOs, or civil society organizations.

The Three Pillars are:

  1. Independent of Party Politics – The organization (or regulator) must remain free from bias or influence by any political party or the government of the day. Decisions should be impartial, not favoring one political side.
  2. Independent of Populism – It should not be swayed by popular public opinion, media-driven campaigns, or transient public pressure, especially on controversial or unpopular causes.
  3. Independent of the Press – Freedom from media influence or pressure, ensuring decisions are based on evidence and law rather than headlines or public narratives.

This toolkit was created to monitor potential political encroachment on charitable regulation and to ensure charities can operate without undue external interference.

 

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