TSMC supplier flocks to Casa Grande, growing $210B Arizona industry

Article originally posted on AZ Central on January 16, 2026

Sunlit Arizona, a chemical supplier to the semiconductor industry, bought 40 acres in Casa Grande for $9.2 million, growing the already large presence of semiconductor industry suppliers in Pinal County.

Sunlit, which is based in Taiwan, already has a large presence in Arizona. It was one of the first suppliers to announce a location in Arizona following Taiwan Semiconductor Manufacturing Co.’s 2020 announcement to build a massive manufacturing facility in Phoenix.

Sunlit bought land in the Deer Valley area of north Phoenix and developed a $100 million facility, which opened in 2024. Its Casa Grande facility will be developed into a hydrofluoric acid manufacturing plant.

Sunlit is the 10th semiconductor supplier to announce plans to operate in Casa Grande, which has been a popular location for chemical and gas suppliers that serve the industry.

“It has been like a domino effect,” Trey Davis, a broker from Land Advisors who represented both Sunlit and the seller, Auza Ranches, in the purchase.

Davis and Kirk McCarville focus on Casa Grande and Pinal County and have seen the snowball effect of the semiconductor industry there.

The first semiconductor industry supplier to opt for Casa Grande was Chang Chun, a petrochemical supplier based in Taiwan, McCarville said.

“There was an effort to get them to cluster in the north Valley,” McCarville said of the suppliers. “But there was kind of a shortage of land and no rail there, and even then, the land cost three to five times as much.”

McCarville said many of the liquid chemical suppliers seek out rail-accessible sites, making the western side of Casa Grande especially attractive. The accessibility to Interstate 10 and the proximity to TSMC make the sites a strong alternative to a north Phoenix location.

The overall comparable affordability of the area, including industrial land prices but also housing, draws employers to the area that are seeking places where employees can afford to live, Davis said.

Some of the other semiconductor industry suppliers that have locations in west Casa Grande include Kanto, LCY and Solvay, all chemical companies that serve the industry.

NRS Logistics, a logistics services provider to the chemical industry, also has a location there.

Jing He Science Co. and Air Products, both gas manufacturers that serve the industry, also have Casa Grande locations.

At a Phoenix City Council meeting in December, Christine Mackay, CEO of the Greater Phoenix Economic Council, said about 50 semiconductor industry-related companies have expanded in Arizona or added locations in the state since TSMC announced its plans in Phoenix.

Including TSMC, the semiconductor industry in Arizona has led to $210 billion in capital investment since 2020, according to data from the Arizona Commerce Authority.

McCarville said he and Davis still have a large amount of inquiries from companies considering Casa Grande.

In addition to those in the semiconductor industry, McCarville said they also get a lot of interest from traditional distribution uses, American companies looking to move operations back to the country, and other businesses aiming to locate in the United States because of tariffs or other economic factors.