I follow this Taiwanese channel called Asianometry whose focus is on asia and chips.
With SEMICON West coming to Phoenix from San Francisco (maybe alternating years) and geting massive more attendees which was a story by itself, he finally came to Phoenix to discover what's going on in Arizona.
I follow this Taiwanese channel called Asianometry whose focus is on asia and chips.
With SEMICON West coming to Phoenix from San Francisco (maybe alternating years) and geting massive more attendees which was a story by itself, he finally came to Phoenix to discover what's going on in Arizona.
FWIW - TSMC is close to finalizing purchase on another very large parcel of land near their existing campus. The AZ facility has such strong demand, they are putting their foot on the accelerator and we'll see even more soon.
Quote:
Wei also said TSMC is close to securing a second large plot of land close to its Arizona site to provide more flexibility in response to the strong, multiyear AI demand.
"Our plan will enable TSMC to scale up to an independent Gigafab cluster in Arizona to support the needs of our leading-edge customers in smartphone, AI and HPC [high-performance computing] applications," he said. Gigafab refers to chip facility clusters that can at least churn out more than 100,000 12-inch wafers a month.
FWIW - TSMC is close to finalizing purchase on another very large parcel of land near their existing campus. The AZ facility has such strong demand, they are putting their foot on the accelerator and we'll see even more soon.
TSMC Arizona expansion plan jumps to $465bn under proposed US–Taiwan tariff deal
Business news | January 14, 2026
By Brian Tristam Williams
Quote:
TSMC is reportedly preparing a major new phase of its US build-out that would take its total Arizona spend from $165 bn to $465 bn, as part of a proposed US–Taiwan trade deal that would cut tariffs on Taiwanese exports to 15%. A Reuters report, citing the New York Times, says the package is still being finalised, while a separate Reuters update says Taiwan has reached a “broad consensus” with the US on tariff talks and is working towards a concluding meeting.
Under the reported plan, TSMC would add at least five more manufacturing facilities in Arizona on top of the projects already announced. That would bring the overall roadmap to around 11 fabs, alongside two advanced packaging plants and a local R&D centre. Neither the US side nor TSMC has publicly confirmed the $465 bn figure or the precise mix of process technologies for any additional fabs beyond those already disclosed.
anyone know when the maricopa assessor map will be updated with 2026 imagery? they were very quick last year, but i wouldn't be surprised if some kind of funding got cut off since then.
Population growth is down overall in the country. But AZ proportionally seems to remain near the highest area for growth. Phoenix proper estimated as only ~+3,000 for 2024-2025, but estimated as up ~58,000 for the half-decade.
Maricopa County estimated as up ~35,000 for 2024-2025, and up ~265,000 for the half-decade.
And the best number to me--Maricopa County leading the country in new housing units for the second year in a row with ~42,000 new housing units in just 2024-2025. The County is also estimated to have passed 2,000,000 housing units. The supply seems to have kept downward pressure on rent prices.
Took a drive up around TSMC (as far as they'll let you) - that project continues to impress. There are now at least 37 cranes of various types (my g/f counted) on the project site (presumably working on Fab 3 and Fab 4 - and maybe water treatment - but I thought that was further west...). Can't fully appreciate the scale of this project from photos alone - if you have time go drive up and see it for yourself.
What also struck me was the number of apartments that have gone up east of I-17 between Sonoran Desert Drive and Dove Valley. My god, you can't even see the Gore facility anymore there are so many of them. Its pretty dense up there and only getting more so. That has always been zoned high density - but also had height limits of 200ft or more. It's a shame they're all 5 story apartments. These all can't be full - I wonder what they've done to rents in the immediate area - I'm sure you could get some killer deals.
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mmmm skyscraper, I love you....
I'm am very pro-development, but ASU using eminent domain to seize and demolish a historic building doesn't seem right. In my opinion, seeing pockets of old history mixed in with new development is what makes cities interesting. I don't see why ASU can't work with the land they have and build around this property.
I'm am very pro-development, but ASU using eminent domain to seize and demolish a historic building doesn't seem right. In my opinion, seeing pockets of old history mixed in with new development is what makes cities interesting. I don't see why ASU can't work with the land they have and build around this property.
This was a major topic of discussion at the Downtown Voices Coalition meeting this morning. Even if legal, this use of eminent domain seems tone deaf. It's one thing to use state power to acquire property that is needed for a bridge or some sort of essential infrastructure that has to be in a specific location. It's another to use it for an academic building that could probably be modified to fit on available land.
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