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TSMC considers an additional $100 billion investment into Arizona fabs to bolster American chipmaking efforts — move would help TSMC's chips avoid tariffs due to local production
NewsBy Anton Shilov published yesterday
$100 billion investment and four more fab modules
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As part of the the recently concluded trade arrangement between the U.S. and Taiwan, Taiwanese companies, including TSMC, will invest $250 billion in the U.S. in exchange for exemptions from potential chip tariffs, Financial Times reports. However, limited disclosure around the terms of this commitment has introduced major uncertainties regarding TSMC's future capital spending, manufacturing allocation, and long-term strategy. Meanwhile, a market rumor suggests that TSMC may invest an additional $100 billion in its U.S. facilities, bringing its total investment commitments to $265 billion and making the company one of the biggest ever investors in America.
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