According to @StockMKTNewz, The Wall Street Journal reports that Taiwan Semiconductor (TSMC, ticker: TSM) is planning a significant expansion in Arizona as part of a potential trade agreement between the United States and Taiwan, source: The Wall Street Journal. The report directly ties the scale-up to trade negotiations, making policy outcomes a key determinant for TSMC’s U.S. manufacturing footprint and future capex timing, source: The Wall Street Journal. Because major ASIC and AI chip production relies on leading foundries, any expansion at TSMC can influence hardware lead times that crypto miners track, including BTC mining ASIC supply chains, source: TSMC corporate disclosures and Reuters industry coverage.