TSMC anticipates sustained, multi-year growth in AI chip demand as it commits an additional $100 billion to expand its Arizona facilities despite facing workforce challenges.

Speaking in an exclusive interview with CNBC, TSMC's Wendell Huang said the fresh investment comes on the back of robust customer demand.

TSMC's $100B Arizona investment brings total US commitment to $265B, reshaping semiconductor supply chains with major implications for crypto mining and AI.