Taiwan's TSMC pledges another $100 billion to expand its US chipmakin…

TSMC commits a further $100 billion to expand chip manufacturing capacity in the United States, signalling a major shift in semiconductor supply chain geography away from Taiwan amid geopolitical tensions and US industrial policy incentives. TSMC is betting $100 billion that the US will remain the safest place to build chips, which means the cost of operating a fab on American soil just collapsed as a competitive factor. If you're selling to fabs—thermal, power, process equipment, or materials—the buyer has capital and is committed to US growth; your sales cycle just shortened and your price power shifted.