TSMC Announces $165 Billion U.S. Investment Expansion with New Fabs and R&D Center

The Taiwanese chip giant plans to significantly boost semiconductor production and research in Arizona, doubling its workforce and advancing cutting-edge manufacturing capabilities.

TSMC has committed an additional $100 billion to its U.S. operations, bringing its total investment to $165 billion, primarily focused on its Fab 21 site in Phoenix, Arizona.
The expansion includes three new semiconductor fabs, two advanced packaging facilities, and a research and development center, though specific timelines and technologies are yet to be disclosed.
The company estimates 40,000 construction jobs over four years, doubling earlier projections, as some projects may proceed in parallel to accelerate completion.
While Taiwan recently allowed the export of advanced chip technologies, TSMC's U.S. fabs may face delays in adopting cutting-edge nodes due to the company's preference for initial ramp-ups in Taiwan.
Chips manufactured in the U.S. are expected to cost 20%-30% more than their Taiwan-made counterparts, raising concerns about competitiveness despite strong demand from major customers like Apple, AMD, and Nvidia.