On July 16, TSMC Chairman and CEO C.C. Wei announced a $100 billion incremental investment** in the United States, raising the company's total U.S. commitment to **$265 billion during the Q2 2026 earnings call.

Previously, TSMC had planned $165 billion through its wholly-owned subsidiary TSMC Arizona, covering six wafer fabs, three advanced packaging lines, and a core R&D center. The new capital will further expand North American chip manufacturing and supporting infrastructure.

From ICgoodFind: $265 billion is no longer an investment – it's a national supply chain. TSMC is now all-in on U.S. production for AI and automotive chips, and that shifts the global foundry map permanently.