TSMC's Three U.S. Fabs Fully Booked Ahead of Schedule

According to reports, ongoing U.S. policy initiatives aimed at strengthening domestic semiconductor manufacturing have significantly increased demand for TSMC's production capacity in the United States. It is widely reported that the capacity of TSMC's planned third fab in Arizona has already been largely reserved by major clients. Industry observers point out that leading U.S.-based tech companies—such as Apple, NVIDIA, AMD, Qualcomm, and Broadcom—are accelerating their support for geographically diversified manufacturing in response to shifting geopolitical dynamics. TSMC's steady expansion of its U.S. operations offers these companies greater supply chain assurance.

Recent reports also highlight that TSMC's U.S. fabs have achieved impressive yields during ramp-up, further boosting order inquiries from key American clients. As a result, the groundbreaking for the third Arizona fab has been moved up, and subsequent plans to build three additional fabs are reportedly advancing, with production capacity already accounted for by committed customers.

Market analysts believe that with the ramp-up of TSMC's new fabs in Japan, the U.S., and soon Germany, the company's overseas production could account for around 20% of its total capacity by 2028. This figure may rise depending on the pace of investment aided by international subsidies, allowing TSMC to better meet customer expectations while addressing needs for localized production and geopolitical stability. By 2030, advanced process nodes under 2nm are expected to be distributed with an approximate 70:30 split between Taiwan and the U.S.

In March, TSMC announced a substantial increase in its U.S. investment plan, bringing the total project commitment to $165 billion. This comprehensive initiative includes six new wafer fabs, two advanced packaging facilities, and a central R&D hub in the U.S. TSMC Chairman and CEO Dr. C.C. Wei reaffirmed during the company's April earnings call that about 30% of its sub-2nm capacity will be produced in Arizona, further supporting the high-volume demands of strategic partners including Apple, NVIDIA, AMD, Qualcomm, and Broadcom.