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TSMC's $265B US fab pledge is the outline of a concept of a plan
Beware of fab makers bearing press releases
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A US official says TSMC plans to spend an additional $100B to build four new US chip fabs, bringing total pledge to $265B as part of a broader US-Taiwan deal
TSMC raises its 2026 capex projections from $52B-$56B to $60B-$64B, and ups revenue growth projection from 30%+ to 40%+ YoY in USD terms, citing "AI megatrend"