Taiwan Semiconductor Manufacturing Co Ltd

2330: XTAI (TWN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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TSMC: Capital Allocation Rating Downgraded to Standard Following USD 100 Billion Investment Decision

Phelix Lee

Mar 4, 2025

TSMC plans to invest another USD 100 billion into Arizona chipmaking facilities. The latest plans include three fabrication plants, or fabs, two advanced packaging facilities, and a research and development center. This brings TSMC's cumulative investment budget in the US to USD 165 billion.

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Taiwan Semiconductor Manufacturing Co Ltd

TSMC: Capital Allocation Rating Downgraded to Standard Following USD 100 Billion Investment Decision

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