TSMC Commits $65 Billion to Build Cutting-Edge Chip Plants in Arizona, But Questions Remain on US Semiconductor Independence

• TSMC plans $65B investment in Arizona chip plants, will start making cutting-edge 2nm chips in US by 2028 • Move aims to satisfy US quest for domestic chip supply chain security and meet needs of major customers like Nvidia • But US will still lack full capability to produce most complex AI and other advanced chips domestically • TSMC balancing act between pleasing US/customers and preserving highly profitable Asia-centric model • Washington spending billions in subsidies to lure chipmakers like TSMC, Samsung, Intel for advanced chip production in US