• TSMC (ADR: 2330) plans up to $265B investment in Arizona: multiple new fabs, advanced packaging, R&D center. One fab running at Taiwan-like yields; others in equipment, construction phases.
  • Taiwan Semiconductor (ADR: 2330) says it follows U.S. export controls, is reviewing internal controls, and referred questions about possible Huawei-related penalties to U.S. authorities.