TSMC announced plans to invest an additional $100 billion in advanced semiconductor manufacturing in the United States, bringing its total U.S. investment to $165 billion. This expansion includes three new wafer fabs, two advanced packaging facilities, and a major R&D center in Arizona. TSMC expects to double its AI-related revenue and core capacity in 2025, projecting a 40% CAGR for AI accelerator revenue over the next five years. The company maintains its full-year 2025 revenue growth forecast of close to mid-20% year-over-year in US dollar terms, despite potential geopolitical risks and tariff concerns.Disclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. It does not constitute investment advice or commitments.