#TSMC Arizona

A single continuous shot down a cleanroom floor seam: unscuffed light-grey tile and fresh corridor walls on one side, an older, visibly worn 200mm fab floor with running equipment on the other, both lit identically

Chipmaking Is Splitting Into Two Geographies That Move in Opposite Directions

Leading-edge logic is inching out of Taiwan on subsidy pledges that have not yet shipped a wafer. Mature-node capacity has already moved into China for six straight years. "Reshoring" is one word for two opposite, unequally real migrations.

By Brecht Corbeel · September 8, 2026 · 18 min read

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