TSMC Arizona Expansion — Third Phase

TSMC announced an additional $100 billion Arizona expansion on July 16, 2026. This third phase covers four more advanced semiconductor manufacturing and advanced-packaging facilities in Phoenix. According to the U.S. Department of Commerce, it brings TSMC's planned U.S. investment to $265 billion and its U.S. footprint to 12 semiconductor and advanced-packaging facilities.

Neither TSMC nor Commerce disclosed a phase-specific number of new permanent operating jobs, so AFT records 0 disclosed jobs for this phase. TSMC has not assigned a production date; construction and ramp timing will depend on market conditions and customer demand.

TSMC's separate 2026 company-wide capital-expenditure guidance of $60 billion to $64 billion applies to its worldwide operations. AFT excludes that amount from this project and from Arizona and national totals.

Investment
$100.00B
Permanent jobs announced
0
Status
Announced
Opening timeline
Not yet announced
Why this project qualifies

With $100 billion in facility-specific investment, this project clears AFT's $100 million investment threshold (AFT includes any project meeting $100 million in facility-specific investment OR 100 permanent operating jobs). This project also meets AFT's primary-source verification and physical U.S. manufacturing-footprint requirements.

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Why it matters

Why this expansion matters.

Semiconductor fabs are among the world's most capital-intensive industrial facilities and can take years to build. This expansion adds advanced chip manufacturing and packaging capacity in Phoenix, strengthening domestic capacity across two critical stages of semiconductor production. The broader buildout can also attract equipment makers, materials suppliers, infrastructure investment, and specialized technical work to the region. Its significance lies in the scale of the manufacturing capacity being added, even though phase-specific jobs and production timing have not been disclosed.

Project record

At a glance

Company
TSMC
Industry
Semiconductors
Location
Phoenix, Arizona
Investment
$100.00B
Permanent jobs announced
0
Status
Announced
Announced
Jul 16, 2026
Opening timeline
TSMC said the timing and allocation of the additional facilities will depend on market conditions and customer demand.
Added to tracker
Aug 25, 2026
Sources

Official references

Related

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