台积电拟在得州建第二基地投资或超 2650 亿美元

Huge news for TSMC, investing that much in Texas feels like a major vote of confidence.

TSMC exploring up to six advanced fabs in Dallas alongside a $265B Arizona commitment signals massive capital deployment into US infrastructure. This potential $265B+ outlay addresses nearshore supply chain constraints more directly than prior plans. The sheer scale suggests a long-term shift in manufacturing gravity, irrespective of current valuation metrics. It remains to be seen if execution timelines match this fiscal ambition.