TSMC just doubled down on America. The world’s largest contract chipmaker announced an additional $100 billion investment in its Arizona semiconductor operations, bringing total planned US spending to over $165 billion. It’s one of the largest foreign direct investments in US history, and it touches everything from AI infrastructure to the machines that secure the Bitcoin network.
The announcement landed alongside TSMC’s second-quarter earnings report, which showed revenue of $39.6 billion and a 77% jump in profit year-over-year.
What TSMC is actually building
The expansion plan includes three or more new fabrication plants, advanced packaging facilities, and a dedicated research and development center, all in Arizona. TSMC has already been cranking out advanced 4nm chips at its existing Fab 21 facility there.
The original US commitment sat at $65 billion. A March 2025 pledge bumped that figure up, and this latest $100 billion addition pushes the total past $165 billion.
