TSMC plans to boost investment in Arizona to help President Trump 'manufacture in USA' policy

TSMC plans to increase its investments into its fabs in Arizona, USA as part of its cooperation in the new "manufacture in USA" policy pushed by President Trump.

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In a new report from Ctee, we're learning that TSMC has recently said: "TSMC is committed to complying with all applicable laws and regulations, including applicable export control regulations". TSMC is reportedly planning to increase its investments in its Arizona plant, which should see expansions to its current 3 wafer fabs on US soil.

TSMC's expansive site at Arizona covers an area roughly 445 hectares in size, with more room to grow as it expands production capacity. Not only that, but the supply chain ecosystem for advanced processes is also being gradually completed during the plant construction process, with the speed of the plant construction process set to be sped up in the near future.

Ctee reports that the IC (integrated circuit) design industry believes TSMC's new 2nm process node has a global planned monthly production capacity of around 170,000 wafers, of which Taiwan will be responsible for 140,000 wafers, with its Arizona, USA facilities handling around 30,000 wafers. Down into the depths of 1.4nm, it's expected to see 150,000 wafers and 1nm capacity sits at around 130,000 wafers.

• Read more: TSMC plans 'Giga Fabs' in Taiwan as it speeds into 1nm chip production
• Read more: TSMC founder Morris Chang has his first long-form video interview in 17 years
• Read more: Apple preps its first 'Made in USA' chip at TSMC Arizona, expected in Q1 2025
• Read more: Made in the USA: TSMC making new Apple Watch chips, AMD Ryzen desktop CPUs in Arizona

Taiwan's production capacity will be enough to meet global demand, with TSMC and its "strategic planning needs" for expanding production in the United States are obviously much higher than the "necessary needs" right now.