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Taiwan Semiconductor Manufacturing (capex commitment)

TSMannounced 2026-02-03
Stake size
Announced value
$165.00B
Agency
State
Program
Other

TSMC commits $165B US capex (no equity, included for trade-policy context)

Under the new Reciprocal Tariff framework, TSMC committed to expanding its US investment from $65B to $165B in Arizona fabs. This is a capex commitment with no federal equity stake — included in the tracker as policy context, not as a government holding.

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