reply Arizona rises to a $265B commitment, and the driver is simple. US customers want leading edge on US soil and are paying for it. Phase 1 is already profitable, and TSMC added $100B for probably four more fabs across 2nm-and-below logic and advanced packaging, plus 13 more leading-edge and packaging fabs in Taiwan. A14 stays on schedule (pre-production 2027, volume 2028). Samsung Foundry's 2nm order book is doubling because the market needs a second source with TSMC sold out. HBM4 base die gives SF4 a volume anchor, US CSPs are signing, 2nm project wins (Tesla AI5) should more than double y/y in 2026, and Broadcom is in talks on a $200B MoU running through 2030. Taylor Fab 1 starts operations this year, and Fab 2 breaks ground by year-end for 2030 production. (3/6)

reply Arizona rises to a $265B commitment, and the driver is simple. US customers want leading edge on US soil and are paying for it. Phase 1 is already profitable, and TSMC added $100B for probably four more fabs across 2nm-and-below logic and advanced packaging, plus 13 more leading-edge and packaging fabs in Taiwan. A14 stays on schedule (pre-production 2027, volume 2028). Samsung Foundry's 2nm order book is doubling because the market needs a second source with TSMC sold out. HBM4 base die gives SF4 a volume anchor, US CSPs are signing, 2nm project wins (Tesla AI5) should more than double y/y in 2026, and Broadcom is in talks on a $200B MoU running through 2030. Taylor Fab 1 starts operations this year, and Fab 2 breaks ground by year-end for 2030 production. (3/6)

Source:https://x.com/SemiAnalysis_/status/2090907004378226844