TSMC's $265B US fab pledge is the outline of a concept of a plan

Talk is cheap and TSMC’s plan to bolster its US expansion by another $100 billion is just that — talk. Riding high on yet another quarter of AI-fueled sales, which topped $40 billion, Taiwanese foundry giant TSMC announced plans this week to increase its US fab footprint to 12 facilities, totaling $265 billion of investment. But making good on that promise is easier said than done, and if history tells us anything, it’s that plans change.