TSMC expects 'strong, multi-year' demand for AI chips as it ramps up Arizona investment
The logo of Taiwan Semiconductor Manufacturing Company (TSMC) is displayed at TSMC Museum of Innovation in Hsinchu, Taiwan, April 9. President Donald Trump, who has pushed for more chipmaking at home.Trump has repeatedly accused Taiwan of stealing American semiconductor business. He did not provide a timeline for the latest investment.However, "there are physical constraints — the number of construction workers available, the infrastructures available," Huang said.
- ▪The logo of Taiwan Semiconductor Manufacturing Company (TSMC) is displayed at TSMC Museum of Innovation in Hsinchu, Taiwan, April 9.
- ▪President Donald Trump, who has pushed for more chipmaking at home.Trump has repeatedly accused Taiwan of stealing American semiconductor business.
- ▪He did not provide a timeline for the latest investment.However, "there are physical constraints — the number of construction workers available, the infrastructures available," Huang said.
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| Original publisher | Korea Times |
| Canonical URL | https://www.koreatimes.co.kr/world/20260720/tsmc-expects-strong-multi-year-demand-for-ai-chips-as-it-ramps-up-arizona-investment?utm_source=rss |
| Publication time | Mon, 20 Jul 2026 13:07:03 GMT |
| Retrieval time | 2026-07-20T13:09:46.922Z |
| Last seen | 2026-07-20T13:09:46.922Z |
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The logo of Taiwan Semiconductor Manufacturing Company (TSMC) is displayed at TSMC Museum of Innovation in Hsinchu, Taiwan, April 9. Reuters-YonhapTAIPEI — TSMC is seeing strong, multi-year demand for its AI chips as it invests a further $100 billion to expand its Arizona facilities, but it needs to address several challenges, such as a shortage of construction workers there, a top executive said.Speaking after blockbuster second-quarter results on Thursday, Chief Financial Officer Wendell Huang said the company is "very happy" with progress in Arizona, which is why it decided to ramp up investment to $265 billion."We will continue to invest," he said in an interview, adding that the company was very grateful for U.S.
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