TSMC Expands US Investment to US$165 Billion; US Share of Global Advanced Foundry Capacity Will Rise to 22% by 2030

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2025-03-04

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TrendForce indicates that TSMC is expanding its US investment to US$165 billion, establishing six advanced process fabs, two advanced packaging plants, and an R&D center in Arizona. Geopolitical tensions have accelerated supply chain fragmentation, with countries actively building local capacity. The US share of global advanced foundry capacity is projected to rise to 22% by 2030, but this will also increase cost pressures, potentially leading to higher end-product prices.

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