TSMC's $265 Billion US Spend Driven by Demand, Rivals, CFO Says

TSMC's CFO confirms the company will spend $265 billion in the US over the coming years, driven by customer demand for advanced chips and competition from rivals building US capacity. The investment signals a structural shift in global chip manufacturing, with Taiwan's largest chipmaker committing to sustained domestic production in America. TSMC just locked in a quarter-trillion dollars to build chip fabs in the US—this isn't subsidy-driven, it's customer-pulled and competitor-forced. If you sell anything to chip fabs or service the supply chain around US manufacturing, you now have a multi-decade customer with committed spend.