Taiwan Semiconductor Manufacturing Co (TSM  ) weighed investing $100 billion in chip manufacturing plants in the U.S. over the next four years.

The Wall Street Journal reported, citing unnamed sources familiar with the matter, that President Trump could make an announcement soon.

The Taiwanese contract chipmaker looks to build advanced chip-making facilities to help the U.S. consolidate its semiconductor position.

The chipmaker invested over $65 billion in its Arizona fabs to develop advanced chips.

The company only builds its most advanced chip-making facilities on its home soil, Taiwan. Its chips are critical for powering everything from the latest artificial intelligence systems to smartphones.

Since the Biden administration, the U.S. has expressed concerns about Taiwan Semiconductor's near-monopoly on advanced chip manufacturing. It has been urging the company to migrate more of its advanced production, including advanced chip packaging facilities, to the U.S.

Taiwan Semiconductor spent over $17 billion on advanced chips and packaging.

In 2025, the Trump administration announced a $500 billion "Stargate" AI venture with OpenAI, SoftBank Corp (SFTBY  ), Oracle Corp (ORCL  ), and MGX, starting with 10 Texas data centers.

Last week, U.S. chipmaker Intel Corp (INTC  ) launched new Intel Xeon 6 processors to meet the demands of AI and high-performing and efficient computing.

Intel's new ASML Holding (ASML  ) advanced extreme ultraviolet (EUV) lithography machines are in production. Intel plans to use ASML's high NA machines for 18A chip technology to regain market share from Taiwan Semiconductor.

Price Action: TSM stock is down 1.64% to $177.56 at the last check on Monday.