Taiwan Semiconductor Manufacturing Co. said it will pour another $100 billion into its Arizona operations, raising its cumulative U.S. commitment to roughly $265 billion as demand from American artificial intelligence and high-performance computing customers continues to surge. Chairman and Chief Executive Officer C.C. Wei disclosed the expansion during the company's second-quarter 2026 earnings call on July 16, 2026, framing it as a bid to meet strong multiyear demand while staying ahead of ambitious rivals.
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