TSMC to increase US investments to $265 billion | heise online

TSMC is increasing US capital investments from $165bn to $265bn, planning four additional semiconductor foundries and packaging plants in Arizona alongside existing facilities coming online through 2028 and beyond. The expansion prioritises 2nm-generation and older nodes for the US market, whilst retaining cutting-edge 1nm (A12/A13) production in Taiwan. TSMC is committing $100bn more to US fabs, but keeping its fastest chips for Taiwan. If you need leading-edge silicon in America, you're not getting it from TSMC until 2030 at earliest - your design window and sourcing strategy just tightened.