TSMC’s US Expansion Plans Grow More Aggressive With Twelve Planned Arizona Fabs, as Sole Reliance on Taiwan Appears to Be a ‘Dead End’

TSMC plans to expand its Arizona operations to a cluster of 12 wafer and packaging fabs, the report says.

Combined investment from TSMC and Taiwan into the US is projected to reach about $500 billion.

The company and its supply-chain partners are shifting production and talent to the US, supported by recent US-Taiwan tariff agreements and incentives.