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Taiwan Semiconductor Manufacturing

TSM · announced Feb 3, 2026

Stake value
$165.00B
Stake %
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.

Insider activity on TSM