Taiwan Semiconductor Manufacturing (NYSE:TSM) is doubling down on its U.S. expansion with a massive $100 billion investment, adding to the $65 billion already committed. Announced at the White House alongside President Donald Trump, the move cements Taiwan Semiconductor's growing presence in Arizona, where it plans to build three additional chip plants and two packaging facilities. Trump called it a "tremendous move," positioning it as a critical step in securing the U.S. semiconductor supply chain. With chips powering everything from AI to advanced manufacturing, the investment signals a major win for American tech independence.

Despite the expansion, Taiwan is keeping its technological edge firmly at home. Government officials confirmed that Taiwan Semiconductor's most advanced semiconductor technology won't be manufactured in the U.S., reinforcing Taiwan's dominance in high-end chip production. The island still accounts for nearly 90% of the world's most cutting-edge chips, and Taipei sees this investment as a way to strengthen U.S.-Taiwan economic ties while maintaining its strategic advantage. The investment could also help Taiwan deepen global partnerships and secure its foothold in a fiercely competitive industry.

Taiwan Semiconductor's move comes as Trump ramps up efforts to bring critical industries back to American soil, leveraging tariff threats and reshoring incentives to accelerate domestic manufacturing. This follows a wave of other high-profile investment commitments, including a $500 billion AI infrastructure partnership with OpenAI, Oracle (NYSE:ORCL), and SoftBank (SFTBY), as well as Apple's pledge to invest over $500 billion in the U.S. over four years. As global competition in semiconductors heats up, Taiwan Semiconductor's investment isn't just about boosting chip productionit's a strategic play in the race for technological dominance.