Speaking in an interview with CNBC, TSMC's Wendell Huang said the fresh investment comes on the back of robust customer demand.

TSMC plans four more Arizona fabs, bringing its total US investment to $265 billion and expanding chip capacity amid surging AI demand and geopolitical risk.

Washington spent four years trying to convince the world's most important chipmaker to build in America. On Thursday, July 16, it got a positive answer. Taiwan Semiconductor Manufacturing Company (TSM) confirmed an additional $100 billion for its Arizona operations.

The US Department of Commerce confirmed TSMC's $100 billion investment in Arizona, bringing total commitments to $165B with major implications for AI and

TSMC will invest an additional $100 billion in the U.S. to build at least four more chipmaking plants and advanced packaging facilities in Arizona.

TSMC Chief Financial Officer Wendell Huang said TSMC sees no signs of slowing demand from customers investing in AI infrastructure, prompting them to ramp up production capacity in the United States.

TSMC Arizona investment reached $265 billion as the world's largest contract chipmaker posted its fifth consecutive record quarterly profit, with net income up 77.4% year over year. The July 16 announcement adds CoWoS advanced packaging capacity directly targeting the AI chip supply bottleneck constraining NVIDIA and AMD accelerator delivery timelines.

TSMC's expanded US investment into Arizona has raised questions about Taiwan's leadership in semiconductor manufacturing. Industry expert Jason Ho explains how TSMC keeps Taiwan one generation ahead,