Rumor
TSMC reportedly plans $100 billion investment for four additional US wafer fabs
Wednesday, February 11, 2026 at 01:10 AM
TSMC is reportedly planning to invest an additional $100 billion to build four more wafer fabs in the United States. This expansion aims to maintain tariff-free sales to US customers under a trade agreement where Taiwan-based firms receive tax exemptions for domestic production. Analysts suggest that to sustain the duty-free import of chips as production ramps up through 2035, TSMC must increase its US manufacturing footprint beyond current commitments. Other companies like Foxconn are also expanding US capacity for AI server assembly, though with lower capital intensity than wafer fabrication.
Context
TSMC is reportedly planning a massive $100 billion expansion in the United States, adding four additional wafer fabs to its manufacturing roadmap. This surge is part of a broader $250 billion investment commitment from Taiwanese tech firms aimed at securing long-term duty-free access to the US market. Under a pending trade agreement, the US will grant tax-exempt import quotas tied to domestic production capacity. This ensures TSMC can cost-effectively supply American clients while transitioning a significant portion of its leading-edge manufacturing to US soil.
The expansion is a critical pivot for the AI supply chain, as companies like Foxconn also ramp up US-based server assembly. Analysts indicate that these four new fabs are necessary to sustain tariff exemptions through 2035, as current investment levels would only support tax-free imports until 2032. By the early 2030s, TSMC expects the US to host 30% of its total sub-2nm chip capacity, marking a fundamental shift in global semiconductor logistics.
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