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[ARTICLE · art-61739] src=koreatimes.co.kr ↗ pub= topic=artificial-intelligence verified=true sentiment=↑ positive

Taiwan chipmaker TSMC to spend another $100 bil. on expanding manufacturing capacity in US

Taiwan Semiconductor Manufacturing Co. (TSMC) announced plans to invest an additional $100 billion in expanding its U.S. manufacturing capacity, bringing total pledges to $265 billion. The world's largest contract chipmaker raised its annual revenue forecast and capital expenditure budget to $60-$64 billion, driven by surging AI demand. TSMC's results serve as a barometer for the global chip industry and AI sector amid concerns about a potential AI bubble.

read1 min views1 publishedJul 16, 2026

HONG KONG — Major Taiwan computer chipmaker TSMC said Thursday it plans to spend another $100 billion on expanding its manufacturing capacity in the United States. The latest commitment appears to bring the company’s total pledges for investment in U.S. chipmaking to $265 billion. It also raised its annual revenue forecast after booking record high profits thanks to runaway demand from the boom in artificial intelligence. The world's largest contract chip manufacturing and one of the world’s most valuable companies, TSMC’s results are seen as a barometer for the global chip industry and for AI at a time when worries about a potential AI bubble have been buffeting financial markets. As AI-related demand continues to surge, it has been expanding chip fabrication plants in the U.S., Japan and Taiwan. It said it is increasing its annual capital expenditure budget for this year to $60 billion-$64 billion, up from an earlier estimate of $52 billion-$56 billion. TSMC, or Taiwan Semiconductor Manufacturing Co., is a key supplier to Nvidia and Apple. It had previously already committed $1

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