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

$100.0B — additional $100B; brings total US commitment to ~$165B (paid to unnamed vendors/contractors — this source doesn't disclose who specifically got the money)

low confidence · as of 2025-03-03 ·

Sourced figures 1

White House statement w/ direct Trump/C.C. Wei quotes $100B additional, 5 new AZ fabs, ~$165B total US commitment
2025-03-03 low

the working

Basis

$100.0B — additional $100B; brings total US commitment to ~$165B (paid to unnamed vendors/contractors — this source doesn't disclose who specifically got the money)

Hypothesized recipients 1

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)) → Arizona State Land Departmenthypothesis
$197.2M — TSMC won a January 2026 Arizona State Land Department auction for 900 acres (part of the NorthPark development adjacent to its existing campus) for $197.25M.

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.