Taiwan Semiconductor Manufacturing (TSM) Plans to Invest $165 Billion in Arizona’s Capital

Investment Plans - Taiwan Semiconductor Manufacturing Company Limited (TSM) plans to invest $165 billion in Arizona for developing factories, strengthening ties with the US [1][2] - Taiwan and the US have reached a deal to reduce tariffs on Taiwanese goods from 20% to 15%, facilitating further investments [2] Financial Performance - In Q4 2025, TSM reported consolidated revenue of NT$1,046.09 billion and net income of NT$505.74 billion, with a year-over-year revenue increase of 20.5% and net income rising by 35.0% [3] - Revenue for Q1 2026 is expected to be between US$34.6 billion and US$35.8 billion [3] Industry Context - Taiwan companies are projected to invest a total of $250 billion in the US to enhance production in semiconductors, energy, and AI, with an additional $250 billion in credit guaranteed for further investments [2]