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TSMC
8 developments involving TSMC in 4 countries and bodies. The most recent is TSMC adds another $100bn in Arizona, taking its US plan to $265bn, 16 Jul 2026.
KeyStory
- TSMC adds another $100bn in Arizona, taking its US plan to $265bn
More of the world’s leading-edge AI chip and packaging capacity will sit in the US, a condition of the US-Taiwan trade deal for Taiwan’s suppliers.
- TSMC confirms its 2nm chips entered volume production in Q4 2025
AI chip and phone designers could book the densest process in commercial production, with Taiwan holding the leading node at home.
- NVIDIA and Foxconn plan a 10,000-GPU AI supercomputer for Taiwan with NSTC and TSMC
Taiwanese researchers and startups gained access to a large domestic Blackwell cluster through the NSTC, part of the government’s sovereign AI compute plans.
- TSMC pledges another $100bn in Arizona, taking its US plan to $165bn
US chip buyers, including AI accelerator designers, gained a path to leading-edge production and packaging on US soil, and Taiwan’s largest firm moved more capacity offshore.
- European Commission clears €5bn German aid for TSMC-led ESMC fab in Dresden
The aid, assessed against the European Chips Act goals, brings TSMC manufacturing into the EU and gives European industrial chip buyers a local source.
- US offers TSMC up to $6.6bn in CHIPS Act grants for three Arizona fabs
Leading-edge chips of the kind used in AI accelerators would be made in the US, reducing US buyers’ dependence on fabs in Taiwan.
- NVIDIA announces Blackwell B200 GPU and GB200 NVL72 rack at GTC
AWS, Google, Microsoft, Oracle, Meta, OpenAI and xAI said they would use Blackwell, and its liquid-cooled racks set new power and cooling needs for data centres.
- TSMC, Bosch, Infineon and NXP form ESMC to build a €10bn+ chip fab in Dresden
TSMC committed to a fab in Germany, giving German and EU chip buyers a planned local supply of mature-node chips if public funding was confirmed.