TSMC is planning to invest another $100 billion into manufacturing in the United States, adding to the $165 billion the Taiwanese chipmaker had already put toward expanding its American footprint.
According to The New York Times, the $100 billion investment announced on July 16 will go toward four new chip fabrication factories in Arizona, and will likely be included in a 900-acre campus the company purchased earlier in 2026. TSMC also already has six semiconductor fabs, two advanced chip packaging facilities, and a research development center in Arizona.
"We believe this investment will help to further foster the development of the U.S. semiconductor ecosystem, strengthen the supply chain, and support an increasing number of high-tech, high-paying jobs in the United States," said TSMC CEO CC Wei.
Wei did not specify when the four new fabs would be built, noting that the exact timeline would depend on the "market situation." That said, demand for chips to power artificial intelligence technologies has exploded over the last year, pushing semiconductor manufacturers to rapidly expand production capacity as tech companies have rushed to secure enough advanced chips for data centers.
TSMC has managed to capitalize on that demand as well, with its revenue growing by 36% year-over-year in the second quarter of 2026, while its profits soared by nearly 80%. The company has said that it expects to see similarly strong growth for the remainder of the year, with TSMC planning for up to $64 billion in capital spending in 2026.
