TAIPEI — Taiwan Semiconductor Manufacturing Co. (TSMC) has pledged an additional $100 billion investment in the United States, expanding its planned U.S. semiconductor manufacturing investment to $265 billion as the chipmaker moves to increase advanced-chip capacity in Arizona.
The additional investment, announced on July 16, will fund four more advanced semiconductor fabrication plants and related facilities, according to the U.S. Commerce Department and TSMC. The expansion is expected to bring TSMC's U.S. footprint to 10 fabrication plants, two advanced packaging facilities and a research and development center.
TSMC Chairman and Chief Executive C.C. Wei said the investment was intended to support strong, multi-year demand from the company's leading U.S. customers and strengthen the domestic semiconductor supply chain. Wei did not provide a firm timetable for deploying the additional $100 billion.
The new fabrication plants are planned to produce chips using 2-nanometer and more advanced manufacturing processes, according to TSMC. The expansion builds on the company's original $65 billion commitment to three Arizona fabs and a subsequent $100 billion investment announced in 2025.
The announcement comes as demand for advanced processors used in artificial intelligence and high-performance computing remains strong. TSMC reported second-quarter net income of NT$706.56 billion ($22.0 billion), up 77.4% from a year earlier, while revenue rose 36% to NT$1.27 trillion.
TSMC also raised its 2026 capital expenditure outlook to between $60 billion and $64 billion and forecast full-year revenue growth of more than 40% in U.S. dollar terms, citing continued demand for advanced semiconductor technologies.
The U.S. government has made domestic semiconductor production a strategic priority as it seeks to reduce reliance on overseas manufacturing of advanced chips. The Commerce Department said the latest TSMC commitment followed a broader U.S.-Taiwan trade and investment agreement announced earlier in 2026.
TSMC's first Arizona fabrication plant is already operating, while additional facilities remain under development. The company has said the pace of future investment will depend in part on customer demand and market conditions.
