TSMC has massive plans to shape the future of the American chip market and establish a self-sustaining semiconductor ecosystem in the U.S. In a bold move, the Taiwanese giant is set to produce over 30% of its advanced 2nm and beyond chips in Arizona, marking a significant step towards a new era of U.S.
chipmaking. This expansion comes as a result of a booming revenue surge, fueled primarily by AI demand and the increasing popularity of TSMC’s U.S. facilities.
In a recent report by Nikkei Asia, TSMC’s CEO, C.C. Wei, revealed that the company is not only focusing on ramping up 2nm production in the U.S., but also on developing advanced chip packaging and R&D facilities. This is in line with their original $100 billion investment commitment, made during President Trump’s tenure. According to Wei, once the expansion is complete, 30% of TSMC’s cutting-edge chip production capacity will be located in Arizona, helping create a leading-edge semiconductor manufacturing cluster in the U.S.
Wei also commented on the recent development regarding NVIDIA’s H20 AI accelerator, acknowledging it as a positive move for the company. However, TSMC has yet to receive any new orders for the H20 chips, implying that NVIDIA is focusing on fulfilling existing inventory needs for now.
As TSMC continues to lead the charge in America’s chip industry, the company’s focus on U.S. expansion comes second only to Taiwan. With the introduction of 2nm production lines in Arizona, customers will soon be able to source chips made in the U.S., contributing significantly to the “Made in USA” narrative. The future of the U.S. semiconductor industry looks promising, with a growing AI-driven demand and massive investments like NVIDIA’s $500 billion fueling the transformation.