Business · 2h ago
TSMC Pours $100B More Into Arizona for 2nm Chip Plants
TSMC announced a $100 billion investment in Arizona to build at least four additional 2nm fabs and advanced packaging facilities. The expansion follows record quarterly earnings, with 2026 capex potentially reaching $64 billion. This brings TSMC's total U.S. investment to over $165 billion.
Meridian48 take
The massive commitment underscores TSMC's strategic pivot to U.S. production, but execution risks and geopolitical tensions remain.
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TSMC commits another $100 billion to Arizona for at least four more 2nm fabs — 2026 capex could hit $64 billion following another record quarterly earnings →
Tom's Hardware
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