TSMC Boosts 2026 Expansion Budget, Adds $100B to U.S. Investment

By Alan Patterson, EE Times | July 17, 2026

TSMC is increasing its 2026 capital budget to as much as $64 billion and adding $100 billion to its existing investment in the U.S. as it chases soaring demand from AI customers.

That demand from chip designers such as Nvidia and AMD convinced TSMC on July 16 to raise its 2026 spending budget once again this year to a range between $60 billion and $64 billion. The world’s largest chip foundry pledged the additional $100 billion in the U.S., adding to a $165 billion project in the U.S. state of Arizona—the largest single foreign direct investment in U.S. history. The company said it will use the additional funding to build as many as four chip facilities but gave no timeframe.

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