TSMC is doubling down on its U.S. bet with a $100 billion boost to Arizona, bringing total investment to $265 billion — a bold move to diversify manufacturing away from China and fuel America’s chip resurgence. As AI demand surges and Intel fades, TSMC’s advanced tech is winning clients while riding the AI wave into 2029+. Trading at 23.5x forward earnings, it’s a smart play in a booming market — positioning TSMC as the quiet powerhouse of tomorrow’s semiconductor boom.
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