TSMC Announces $100 Billion Additional U.S. Investment, Plans 4+ New Factories

According to TSMC's earnings call today (July 16), the company announced a $100 billion additional investment in the United States in response to strong AI demand. The semiconductor manufacturer plans to build 4 or more new factories including advanced chip manufacturing and packaging facilities.

TSMC's total projected U.S. investment now reaches $265 billion, up from the previous plan of $165 billion. The additional spending will focus on 2-nanometer and more advanced processes, with the company emphasizing that planning and capacity preparation for advanced nodes typically require over 5 years.