Taiwan Semiconductor Manufacturing Co. (TSM) is planning a major expansion, announcing the construction of four new advanced integrated circuit assembly plants across Taiwan this year, with the official investment details expected next week.
- This expansion supports TSMC's aggressive 2026 capital expenditure plan of $52–$56 billion, allocating 10–20% of that budget toward high-end IC assembly services.
- The four new plants will be split between Chiayi Science Park and Southern Taiwan Science Park, complementing existing plans for new 2-nanometer fabs in Hsinchu and Kaohsiung.
- Shares closed at $342.40 on January 16, reflecting investor confidence following strong earnings and forward guidance.