Sponsor of the Day:
Jerkmate
https://www.digitimes.com/news/a20260402PD213/tsmc-arizona-fab-expansion-supply-chain-usa.html
TSMC plans 12 fabs in Arizona as supply chain shifts from passive to active
Apr 2, 2026 - TSMC's expansion scale in the US has exceeded expectations, prompting Taiwanese suppliers with existing or planned local operations to take a more proactive...
supply chain shiftstsmc plans12 fabsarizonapassive
https://www.japantimes.co.jp/business/2026/02/05/companies/tsmc-plan-upgrade-chip-plant/
TSMC plans major upgrade of Japan chip plant in win for Takaichi - The Japan Times
Feb 5, 2026 - The go-to chipmaker for Nvidia and Apple has decided to adopt cutting-edge technology for its second wafer fabrication plant in Kumamoto.
tsmc plansmajor upgradejapanchipplant
https://www.digitimes.com/newsshow/emailnews.asp?datePublish=2026/04/02&pages=PD&seq=213
TSMC plans 12 fabs in Arizona as supply chain shifts from passive to active - email a friend
Email a friend about: TSMC plans 12 fabs in Arizona as supply chain shifts from passive to active
supply chain shiftstsmc plans12 fabsarizonapassive
https://wccftech.com/tsmc-us-expansion-plans-grow-more-aggressive-with-twelve-planned-arizona-fabs/
TSMC's US Expansion Plans Grow More Aggressive With Twelve Planned Arizona Fabs, as Sole Reliance...
Apr 2, 2026 - TSMC's US fab network is growing at an unprecedented pace, and the chip giant is eager to build a 'GigaFab' cluster in Arizona.
us expansion planstsmcgrowaggressivetwelve
https://www.tomshardware.com/tech-industry/semiconductors/tsmc-reportedly-plans-to-build-12-fabs-four-packaging-facilities-in-arizona-plan-purportedly-part-of-taiwans-agreed-usd500-million-investment-in-the-us
TSMC reportedly plans to build 12 fabs, four packaging facilities in Arizona — plan purportedly...
Apr 3, 2026 - Another expansion, or unsubstantiated rumors?
reportedly plansbuild 12tsmcfabsfour
https://wccftech.com/tsmc-sees-the-ai-frenzy-reaching-its-all-time-high-this-year/
TSMC Sees the AI Frenzy Not Stopping Anytime Soon, as the Chip Giant Plans to Take CapEx to Levels...
Jan 15, 2026 - TSMC is 'overwhelmed' by the demand, and this has prompted the company to raise CapEX a lot more aggressively over time.
ai frenzyanytime soongiant planstsmcsees
https://www.ico-optics.org/tsmc-q1-earnings-call-ai-driven-demand-capex-plans-guidance/
TSMC Q1 Earnings Call: AI-Driven Demand, Capex Plans, Guidance – ICO Optics
Apr 16, 2026 - The article digs into TSMC’s first-quarter 2026 results and management’s outlook. It spotlights how demand for leading-edge process technologies—especially in...
q1 earnings callai driven demandtsmccapexplans