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