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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Trump says Apple will work with Intel on US chip production, a potential foundry win that could shift Apple’s supply chain options and US chip strategy.

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Apple and Intel reportedly reached an early chip manufacturing agreement that could reduce Apple’s TSMC reliance and boost Intel’s foundry ambitions.

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