TSMC Chief Financial Officer Wendell Huang said TSMC sees no signs of slowing demand from customers investing in AI infrastructure, prompting them to ramp up production capacity in the United States.

TSMC and ASML are two of the most important companies in the semiconductor value chain.

Semiconductor stocks are getting crushed, but not every name in the space deserves the same fate. One chipmaker sits at such a critical chokepoint in the AI buildout that the entire sector rises or falls with it.

TSMC plans four more Arizona fabs, bringing its total US investment to $265 billion and expanding chip capacity amid surging AI demand and geopolitical risk.

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Taiwan Semiconductor announced a collaboration with Winbond to enter the DRAM and HBM memory chip battlefield.

Speaking in an interview with CNBC, TSMC's Wendell Huang said the fresh investment comes on the back of robust customer demand.

Taiwanese prosecutors indicted a former TSMC deputy manager on Monday for allegedly copying 21 confidential documents.