TSMC’s AI Chip Boom—And Why It Should Make You Nervous


TSMC just posted monster gains—revenue up 39% in the first two months of 2025, driven by sky-high demand for AI chips. They’re also dropping $100 billion more into their Arizona expansion. That’s right, Brother—$165B total, right here in our own desert backyard.

Now, as a longtime Arizona tech guy, I should be cheering. But let’s slow our roll. Yeah, it’s great for jobs and local investment. But AI chip production isn’t just about silicon—it’s about control. These chips are powering the tools that are replacing workers, rewriting code, and quietly deciding what people see online.

We can’t just look at the stock price. We need to ask: who controls the hardware that’s fueling this revolution? And how do we protect local tech workers when the hardware’s outpacing the software—and the ethics?