TSMC commits another $100 billion to Arizona for at least four more 2nm fabs — 2026 capex could hit $64 billion following another record quarterly earnings

TSMC's latest move to pump $100 billion into Arizona for four new 2nm fabrication plants and advanced packaging facilities marks a significant expansion in its U.S. presence. This investment comes on the heels of record quarterly earnings, with the company potentially spending $64 billion on capital expenditures by 2026. This aggressive expansion underscores TSMC's commitment to maintaining its leadership in semiconductor manufacturing technology, especially as demand for cutting-edge chips continues to surge across various sectors like AI, automotive, and consumer electronics.