July 2, 2026 /SemiMedia/ — U.S. President Donald Trump again referred to Taiwan’s semiconductor industry on July 1, saying the world’s largest chipmaker is moving more production to the United States and has announced plans to double the scale of its Arizona fab expansion.

Trump said the United States is creating more jobs and that employment is already at record levels before some of the new factories have even begun operations.

He said more factories will open over the next year, including facilities from a Taiwan-based chipmaker that he described as the world’s largest semiconductor manufacturer. He said the company is building in Arizona and has just announced plans to double the size of its factory project.

Trump also said that by the time he leaves office, the United States could potentially hold 50% of the global chip market. He said the country currently has very little market share in the sector.

TSMC has continued to expand its U.S. investment plans in recent years. The company previously announced a $65 billion investment plan in Arizona, including three wafer fabs to support advanced semiconductor manufacturing in the United States.

In March 2025, TSMC further announced an additional $100 billion investment to help build a more complete U.S. AI chip supply chain. The new investment includes three additional fabs in Phoenix for next-generation AI chips, processors and smartphone chips, as well as two advanced packaging facilities and a next-generation semiconductor R&D center in Arizona.

As demand for AI chips, high-performance computing and advanced packaging continues to grow, the United States is seeking to attract more advanced semiconductor manufacturing investment. TSMC is a key manufacturing partner for companies including Nvidia, AMD and Apple, making its U.S. expansion an important part of broader supply chain restructuring.

However, TSMC’s most advanced process technologies have traditionally remained concentrated in Taiwan. While the Arizona site is expected to gain more advanced manufacturing capability over time, the company still needs to balance cost, efficiency, talent availability and supply chain readiness in its global capacity planning.