According to CEO C.C. Wei during an investor call, TSMC plans to make up to one-third of its advanced chips at American plants in the future. The company will add two more factories in Arizona focused on producing chips smaller than 2 nanometers. These facilities might be larger than first expected if they handle such a significant portion of production around the next decade.
The expansion comes from growing demand among US customers, including AMD, Apple, NVIDIA, Qualcomm, and Broadcom. These companies appear willing to pay higher prices for US-made chips, with TSMC presenting it as added value that clients have accepted. Wei firmly denied rumors about partnerships with Intel or any other companies regarding joint ventures or...