Taiwan Semiconductor Manufacturing Co. said it will accelerate construction at its Arizona chip plants as demand from major U.S. customers remains strong. The move underscores how top semiconductor makers are adjusting supply chains to meet American needs while Washington tightens export limits on advanced chips bound for China.

The company’s expanded plans come as Nvidia and other U.S.-focused clients continue to push for more manufacturing capacity outside Asia. For TSMC, Arizona has become a central part of its strategy to diversify production and reduce exposure to growing geopolitical risk in the technology sector.

The latest shift also reflects the broader scramble among chipmakers and governments to secure access to cutting-edge semiconductors. With export controls reshaping where advanced chips can be sold and built, companies are under pressure to balance customer demand, policy constraints, and long-term resilience.

TSMC has not said the pace-up in Arizona would immediately change global supply conditions, but the expansion signals that the U.S. remains a key hub for advanced chip investment. The project is likely to remain closely watched by industry rivals, policymakers, and tech firms dependent on high-end semiconductor output.