Taiwan Semiconductor Manufacturing Co. (TSMC) is reportedly planning a major U.S. expansion, targeting a total of 12 new fabs in Arizona, according to a DIGITIMES report. The move represents a strategic pivot to bolster its presence in the American market, which currently serves as its largest revenue source.
This potential growth follows reports that TSMC’s expansion initiatives in Japan and Germany have stalled. Concurrently, the company is accelerating the timeline for its second Arizona fab to introduce 2nm process technology.
TSMC has officially deferred comments on these reports, labeling them "market rumors." The company will address the matter during its upcoming earnings call on January 15, 2026. The news surfaces amid strong stock performance, fueled by the artificial intelligence boom and positive analyst sentiment.