The expansion would add four advanced chipmaking and packaging facilities, bringing TSMC’s planned U.S. footprint to 12 sites. The company said the projects are intended to expand domestic production of leading-edge chips and strengthen a supply chain that is central to AI, cloud computing, smartphones, and other major technology markets.
The announcement follows a broader U.S.-Taiwan trade and investment agreement and builds on TSMC’s earlier U.S. expansion plans. Commerce Secretary Howard Lutnick said the investment would create tens of thousands of jobs and bring more advanced semiconductor manufacturing to the U.S.
TSMC Chairman and CEO C.C. Wei said the added spending should help expand the U.S. semiconductor ecosystem, support job creation, and improve supply chain resilience.
For TSMC shareholders, the size of the commitment shows how aggressively the company is preparing for long-term demand from AI and high-performance computing customers. It also raises the financial and execution burden tied to building advanced factories outside Taiwan, where production costs have historically been lower.
Simultaneously, TSM shares dropped 2.77% on Friday, closing at $398.37.
