Taiwan Semiconductor Manufacturing Company stories

Oct 1, 2026

TSMC weighs multibillion-dollar Texas campus expansion for AI chips

Taiwan Semiconductor Manufacturing Co. is considering a new campus in Texas that would add tens of billions of dollars in investment to expand US chipmaking capacity for AI applications.

Oct 1, 20262 sources

Jul 16, 2026

TSMC to spend $265 billion on US chip manufacturing expansion

Taiwan Semiconductor Manufacturing Co. plans to spend an additional $100 billion to expand US chipmaking capacity, bringing total US investment to $265 billion as part of a deal between Washington and Taipei.

Jul 16, 20261 source

Top claims

▪Congress should extend the advanced-manufacturing tax credit for semiconductor companies
▪Taiwan Semiconductor Manufacturing Co. has committed to spending $265 billion at an expansive site in Arizona, where the company is developing several fabrication plants
▪The artificial intelligence boom has strained Taiwan Semiconductor Manufacturing Co.'s existing capacity, forcing the company to roughly double its planned equipment purchases over the past year, according to deputy co-chief operating officer Cliff Hou last month

Subtopics

Compute, chips & AI infrastructure2 Semiconductor manufacturing2 AI Data Center Gold Rush1 Industrial policy1 Supply chain resilience1 Taiwan1 Texas1 U.S.–China relations1

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