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TSMC’s AI Boom Lifts Margins and Supercharges Spending as U.S. Expansion Accelerates

Analysts raise targets after a standout quarter, with Reuters reporting a $165 billion Arizona plan that signals a longer growth runway.

TSMC Steps Up Arizona Expansion as Taiwan Land Limits Bite and U.S.–Taiwan Tariff Deal Nears

U.S.–Taiwan Tariff Deal Nears as TSMC Secures Arizona Land for Potential Expansion

Texas Instruments Pledges $60 Billion for U.S. Chip Manufacturing Expansion

Micron Pledges $200 Billion to Expand U.S. Memory Manufacturing With Trump Administration Backing