$500B US-Taiwan chip deal caps tariffs at 15%, triggers massive semiconductor reshoring. TSMC to build 'giant industrial parks' in Arizona.

US and Taiwan Seal Historic $500 Billion Chip Deal to Reshape Global Semiconductor Map

TSMC posts record $16B Q4 profit on 35% jump, raises 2026 capex to $56B. Phoenix gigafab accelerated to 2027 as AI chip demand soars.

TSMC Smashes Earnings with Record $16B Profit, Unveils $56B Capex for Arizona Gigafab

TSMC's Q4 profit surges 35% to record $16B. 2026 capex guidance of $52-56B signals AI infrastructure boom isn't slowing.

TSMC commits to 5+ more Arizona fabs as US-Taiwan finalize 15% tariff deal. Stock hits all-time high on $165B+ investment expansion.

TSMC posts first-ever NT$1 trillion quarter as AI chip demand drives 31.6% annual revenue growth. January 15 earnings call to set 2026 outlook.