TSMC signals up to 12 Arizona fabs, up from 8 planned

TSMC chairman C.C. Wei said the company could eventually build as many as 12 fabs in Arizona, up from the eight previously announced, as it presses ahead with the $265B US buildout it formalized alongside Q2 earnings. Wei said TSMC would move as fast as possible but tied the pace to market conditions and customer demand. Analysts urge caution given TSMC's history of Arizona timeline slippage, though more capacity would mean more US-made chips for Apple devices amid booming AI chip demand.

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