TSMC is forecasting a strong 2026 on sustained AI demand after a standout 2025, outlining higher overseas spending at its quarterly earnings conference in Taipei. While investors pressed for details on US expansion, Chair and CEO C.C. Wei only pointed to a second land purchase in Arizona as a signal that TSMC plans to expand with more fabs.

• US
• TSMC
• Semiconductors
• AI
• Arizona
• Microchips
• Tariff
• Factory
• U.S.-Taiwan Ties
• Republic of China