Posted on 07/16/2026 11:14:38 AM PDT by DFG
Chip giant Taiwan Semiconductor Manufacturing Co. is supercharging an already massive US investment spree – pledging an additional $100 billion to meet surging AI demand.
The move brings TSMC’s investment in the US to $265 billion and comes as the company posted second-quarter earnings that blew past market expectations Thursday.
TSMC, which supplies powerful chips that are critical for tech giants like Apple and Nvidia, boosted its global capital spending plan for 2025 to between $60 billion and $64 billion.
That record level marks an increase of about 7% to 14% from its previous forecast.
Still, TSMC’s US-listed shares slipped 3% after the earnings report as the market continues to be squeamish about lofty valuations and questions about return on investment for the AI industry.
The spending spree comes in response to demand from top US customers and could fund the addition of four more advanced facilities to TSMC’s existing Arizona site, according to the company’s Chair and CEO C.C. Wei.
It’s “the largest foreign direct investment in US history,” he said.
TSMC originally pledged $100 billion last year to boost production in the US as part of a four-year project announced alongside President Trump. That move came amid Trump’s threats to impose harsh tariffs on computer chips and other key products while seeking to secure better deals for the US economy.
Commerce Secretary Howard Lutnick hailed Thursday’s announcement, saying it “will create tens of thousands of American jobs and bring advanced semiconductor manufacturing back to America.”
The record investment plans firmly place the TSMC atop the global semiconductor supply chain and provide the latest signal the AI boom isn’t slowing down anytime soon.
The earnings win came days after chip equipment supplier ASML also upped its annual sales forecast, citing strong AI demand.
(Excerpt) Read more at nypost.com ...
I’m thinking they are going to need a bigger fab in AZ
Bkmk
I would expect Texas to be a likely location.
Already under construction. Now they just need to build dormitory housing so they can import some of their experienced Filipino workers from southern Taiwan. They’ve already given up on hiring and training AZ locals.
Trump should officially recognize Taiwan and set up military bases there again.
Check for errors in the emancipation document. If found, send a :"Temporary" Territorial Governor and a couple of secretaries and marines to remain on station in our embassy and reclaim Taiwan as our territorial protectorate in the Pacific pending further review. Request a status report from the current government and advise them to "Carry On" Current heading pending additional instructions.
(Not particullarly serious here...just having fun!)
I do hold Taiwan is US territory under the San Francisco Peace Treaty.
Don’t need errors in the document. It’s quite clear.
Japan renounced sovereignty in 1951 and it took effect in 1952.
In 1945 MacArthur had ordered Japan to surrender to Chiang Kai-shek in General Order 1.
That’s the only reason Taiwan is Republic of China.
There was no legal transfer of sovereignty.
You get it.
That’s not a good way to look at things.
This is called redundancy. Redundant systems. Backups. Plans B C and D.
Not really.
There’s no extra and the products are not the same.
Disclaimer: Opinions posted on Free Republic are those of the individual posters and do not necessarily represent the opinion of Free Republic or its management. All materials posted herein are protected by copyright law and the exemption for fair use of copyrighted works.