TSMC announced plans to increase its US fab footprint to 12 facilities, totaling $265 billion in investment, following a quarter of over $40 billion in AI-fueled sales. However, the report highlights Intel's similar struggles with cancelled or delayed fab projects in Germany, Israel, and Ohio, with only one of two Arizona plants materializing so far. TSMC's own first US fab came online in late 2024, with the second 3nm fab slated for H2 2027, and a third not until "the end of the decade."