According to a report, Taiwan Semiconductor Manufacturing (TSM.US) is joining several other Taiwanese companies in sharply increasing overseas investment to optimize supply chain placement and capture the AI infrastructure boom.
Taiwan Semiconductor Manufacturing currently stands far ahead of all Taiwanese manufacturers. In July, the company announced an additional $100 billion in capital expenditure, pushing its planned total U.S. investment to $265 billion, and it intends to build four new advanced semiconductor wafer fabs. This will raise its number of U.S. facilities to 12.
At the same time, Quanta Computer (QUCCF) recently received approval to invest $973 million in Tennessee to support server and peripheral equipment assembly. Last month, Wistron (WICOF) was approved to spend $150 million to establish a U.S. subsidiary for circuit board assembly. The company also plans to invest another $146 million to retrofit its Texas plant.
A recent report from Taiwan's Market Intelligence & Consulting Institute forecasts that by 2030, the United States will account for 40% of Taiwanese firms' AI server production capacity, up from an estimated 23% this year. Meanwhile, Taiwan's share will fall from 47% to 30%.
In addition, Taiwanese companies are expanding capacity in Southeast Asia. These include Chenbro Micom investing $245 million to build a new plant in Vietnam, and Taiwan Union Technology investing $231.8 million to expand its Thai subsidiary.
This $100 billion bet marks the third major round of additional investment in Taiwan Semiconductor Manufacturing's U.S. investment journey. The initial Arizona project announced in 2020 involved only $12 billion. In March 2025, driven by surging AI chip demand, the company added $100 billion for a total of $165 billion, and now it is adding another $100 billion. Over five years, the investment scale has expanded more than 20-fold.
AI computing demand is the fundamental driver of this round of expansion. Taiwan Semiconductor Manufacturing Chairman C.C. Wei explicitly stated at an earnings conference that the additional investment aims to meet the "strong demand from major U.S. customers for many years to come." Its second-quarter financial report confirmed this judgment—net profit soared 77.4% year over year to about $21.9 billion, while revenue reached a record high of $40.2 billion.
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