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. As you may recall, Intel invested $30 b