According to @stocktalkweekly, Taiwan Semiconductor (TSM) is planning to acquire a second major site in Arizona to accelerate capacity expansion (source: @stocktalkweekly on X, Oct 16, 2025). The update is headline-only with no disclosed timeline, capex, product mix, or customer details for the U.S. fab footprint (source: @stocktalkweekly on X, Oct 16, 2025). The source does not mention any crypto or AI market implications (source: @stocktalkweekly on X, Oct 16, 2025).