TSMC → unnamed vendor(s) — land, shell & materials (foundry construction (fab capex))

$12.0B — $12B, 2021-2029 (paid to unnamed vendors/contractors — this source doesn't disclose who specifically got the money)

med confidence · as of 2021-01-01 ·

Sourced figures 1

TSMC corporate announcement (Arizona Phoenix fab intent) $12B, 5nm, 20,000 wafers/month, 2021-2029
2020 med

the working

Basis

$12.0B — $12B, 2021-2029 (paid to unnamed vendors/contractors — this source doesn't disclose who specifically got the money)

Hypothesized recipients 4

This claim's own source names no external recipient. Separate public reporting suggests some of who the money likely went to — not confirmed, not summed into the total above.

TSMC (foundry construction (fab capex)) → CTCI Americashypothesis
Taiwanese EPC firm; opened an Arizona subsidiary specifically to provide engineering-procurement-construction services for TSMC's Arizona buildout.
TSMC (foundry construction (fab capex)) → Marketech Internationalhypothesis
Turnkey cleanroom/facility integration (MEP, DI water, gas/chemical supply, wastewater) for TSMC's Arizona fabs; reported to derive 20-30% of revenue from TSMC's US fabs.
TSMC (foundry construction (fab capex)) → United Integrated Services (UIS)hypothesis
Delivers mechanical/electrical/plumbing and cleanroom construction services at TSMC's Arizona Fab 21; reported to derive 50-60% of total revenue from TSMC's US fabs.
TSMC (foundry construction (fab capex)) → Yates Constructionhypothesis
General contractor on TSMC's Arizona Fab 21 (broke ground 2022, targeted 2024 completion).

A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to Research · Q1.