The world’s largest contract chipmaker has already committed $165 billion in the U.S., aligning with Washington’s push to rebuild its domestic chip manufacturing. But TSMC executives have signaled that spending will rise even further as the company expands capacity to meet demand for artificial intelligence chips.<\/p>\n
Speaking Thursday with CNBC’s Emily Tan, TSMC Chief Financial Officer Wendell Huang said the firm would continue to ramp up its investments in Arizona.<\/p>\n
“We have strong conviction on the AI mega trend, and that is the reason we are stepping up the capital expenditures to expand in Taiwan and in the U.S.,” Huang said.\u00a0“<\/strong>Not just to expand, but also try to accelerate where it is possible to satisfy or narrow the gap.”<\/strong><\/p>\n The comments came just hours after Chief Executive Officer C.C. Wei said\u00a0on the company’s quarterly earnings call that TSMC had recently purchased additional land in Arizona and planned to build a “gigafab cluster” in the state.\u00a0<\/p>\n While the company did not disclose the dollar value of its planned expansions in the U.S., it forecast capital expenditure in the new year to increase over 30% at the midpoint compared with 2025.\u00a0<\/p>\n Trade deal timing\u00a0<\/p>\n The Arizona expansion coincides with a U.S.-Taiwan trade deal signed Thursday that caps U.S. tariffs on Taiwanese goods at 15%, down from 20%, without stacking on existing rates.\u00a0<\/p>\n Under the agreement, Taiwanese firms commit $250 billion in direct U.S. investments across semiconductors, AI and related sectors, along with $250 billion in credit guarantees to strengthen supply chains. The\u00a0deal also\u00a0grants favorable treatment for chips,\u00a0supporting efforts to\u00a0reshore manufacturing to the U.S.<\/p>\n It demonstrates that our manufacturing excellence can be repeated in the U.S.<\/p>\n Wendell Huang<\/p>\n Chief Financial Officer, TSMC<\/p>\n<\/blockquote>\n U.S. Commerce Secretary Howard Lutnick told CNBC’s Brian Sullivan that the goal of the trade deal is to bring 40% of Taiwan’s semiconductor supply chain to the U.S.<\/p>\n Ahead of TSMC’s earnings release and the trade deal, the Wall Street Journal reported<\/a> that the Taiwanese chip giant had been planning a significant expansion in Arizona as part of trade negotiations between the U.S. and Taiwan, citing confidential sources. <\/p>\n However, on Thursday, Huang denied that its U.S. investment plans were directly tied to those trade talks.<\/p>\n “The [U.S.-Taiwan] trade deal is between two governments, and we are not part of the discussions,” he said.\u00a0<\/p>\n “But what I will say is we are continuing to invest and accelerate our investment in Arizona because of customers’ demand, and we actually are making very good progress with our [first fab] in Arizona being up and running.\u00a0<\/p>\n\n
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