Trump and TSMC to Announce $100 Billion Investment in U.S. [Report]

Taiwan Semiconductor Manufacturing Co. (TSMC) is set to make a major move in the U.S., with plans to invest $100 billion over the next four years to build advanced chip-making plants. The announcement, expected later today from President Trump, marks a significant step toward bolstering domestic semiconductor production—a goal the U.S. has chased for years as manufacturing shifted overseas, largely to Asia. Sources familiar with the matter shared the details with The Wall Street Journal.

The investment will reportedly fund cutting-edge facilities, expanding on TSMC's existing foothold in Arizona. The company first broke ground there in 2020 with a $12 billion factory, but its ambitions have since grown. Two additional plants have been added to the site, pushing the total investment in Arizona to $65 billion. Mass production kicked off at the first factory late last year, and this new $100 billion plan signals even bigger plans ahead. TSMC, the world's top contract chip maker, produces the tiny components that power everything from iPhones to AI systems.




This move comes after years of U.S. pressure on TSMC to bring more of its advanced manufacturing stateside. The company has historically kept its most sophisticated plants in Taiwan, a setup that's raised concerns in Washington about reliance on foreign chips. The Biden administration, in particular, pushed TSMC to shift production—including advanced chip-packaging tech critical for AI—closer to home. The 2022 Chips Act sweetened the deal, offering billions in grants and tax credits. TSMC has already secured up to $6.6 billion in federal funding and recently started tapping into those resources.

Trump has long advocated for more U.S. chip production, even if he's clashed with the Chips Act approach, favoring tariffs instead. Last month, he floated a 25% or higher tariff on semiconductor imports to lure companies like TSMC. Today's announcement aligns with that vision, though details remain sparse—as is often the case with such high-profile pledges. TSMC confirmed it's eager to discuss innovation and growth with the President, hinting at a collaborative push to strengthen the tech sector.

For Apple fans, this matters. TSMC produced chips drive every iPhone, iPad, and Mac. With Apple recently pledging $500 billion to expand its U.S. manufacturing over the next four years, TSMC's investment could align seamlessly, ensuring a smoother supply chain for the tech giant's ecosystem. After COVID-era shortages disrupted everything from car sales to gadget launches, this push might also ease some national security worries tied to overseas chip reliance.

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