This Critical AI Stock Is Now Building Factories in the U.S.

• Taiwan Semiconductor Manufacturing (TSM) volition put $165B successful Phoenix facilities to debar US tariffs. TSM presently controls roughly  65% of planetary semiconductor manufacturing and 90% of precocious 3nm chips.

• TSM’s archetypal Phoenix fab started accumulation successful Q4 2024 with 2 much targeting measurement accumulation by 2028 and decennary end.

• Nvidia and AMD manufacture each their GPUs done TSM contempt being American companies.

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In the precocious tech universe, determination is lone a azygous communal roadworthy that Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), Apple (NASDAQ: AAPL), Qualcomm (NASDAQ: QCOM), Broadcom (NASDAQ: AVGO) and galore others indispensable spell to get their chips made, nary substance wherever they hail from. That roadworthy inevitably leads to Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM), the largest semiconductor foundry connected the planet.

When President Trump announced his archetypal circular of reciprocal tariffs arsenic a precursor to caller planetary commercialized deals successful precocious March, his tariffs connected Taiwan sent shockwaves down the spines of the Artificial Intelligence (AI) industry. While the apical semiconductor companies successful AI are Nvidia and AMD, which are some American, neither institution manufactures immoderate of their Graphics Processing Units (GPU), which are indispensable for AI. Both of them spell to Taiwan Semiconductor Manufacturing Company for each foundry manufacturing work.

However, President Trump near overseas companies with an retired - if they elected to found immoderate manufacturing facilities successful the US, immoderate products sourced from determination sold successful the US would beryllium tariff-free. To the alleviation of the full AI industry, it was announced successful the outpouring that TSM would beryllium investing a full of $165 cardinal to physique US semiconductor foundries successful Phoenix, Arizona.

TSMC is the go-to spot foundry for each of Nvidia's and AMD's chips, successful summation to galore from Apple, Broadcom, Oracle, and others.

When a institution similar Nvidia designs a caller chip, it takes it to TSM to really people the plan connected a silicon wafer. TSM is the apical prime for Nvidia, AMD, and galore different spot designers, acknowledgment to its precision, prime control, and innovative method capabilities. As of mid-2025, TSM commanded an estimated 65% of planetary semiconductor manufacturing and 90% of precocious 3nm chips for AI and different much demanding applications.