The Projection — a symmetric watercolor butterfly

The Projection

The surface is never the system.

← Research · Q1

TSMC → unnamed vendor(s) — land, shell & materials

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

med confidence · as of 2021-01-01T00:00:00Z ·

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

Sourced figures 1

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 → CTCI Americashypothesis

    Taiwanese EPC firm; opened an Arizona subsidiary specifically to provide engineering-procurement-construction services for TSMC's Arizona buildout.

  • TSMC → 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 → United Integrated Serviceshypothesis

    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 → 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.