Overview

• TSMC will speed up construction of its second and third Arizona fabs by several quarters to satisfy growing U.S. smartphone and AI chip orders
• Upon completion, roughly 30% of the company’s 2-nanometer and more advanced production will be based in Arizona, closing the generation gap with its Taiwan sites
• The full Arizona cluster will encompass six fabs, two advanced packaging facilities and an R&D center under a fresh $100 billion investment pledge
• Current plants in Arizona are slated to make older-generation Apple chips such as the A16 and Apple Watch processors while upgrades ramp toward more advanced nodes
• Company leaders caution that potential tariffs from President Donald Trump could introduce uncertainty and risks to the expansion plans