The announcement came as the Taiwanese giant posted another record quarterly profit and raised its 2026 capital expenditure forecast to as much as $64 billion.

Wei said “probably four more fabs will be built” in the US state

TSMC is investing an additional $100 billion in Arizona to expand advanced chip production, strengthen US semiconductor manufacturing, and meet growing AI demand.

Taiwanese chipmaker raises full-year capex to $64bn, revenue growth forecast to 40%