TSMC’s $265bn US bet: “No food left on the table” despite 4-5x higher fab construction costs

As Intel reportedly moves to bring 80-90% of Nova Lake compute tile production back in-house on its 18A process, TSMC is stepping up its U.S. expansion with advanced nodes including 2nm and beyond. The foundry giant added US$100 billion to its investment plan last week, raising its total U.S.