???? ???? TSMC’s $100 Billion U.S. Bet: Is Taiwan’s Semiconductor Supremacy Under Threat?
TSMC’s Biggest U.S. Investment: The Beginning of Taiwan’s Semiconductor Decline?
Taiwan's $100 Billion Bet in the U.S. Equals Half of Foxconn’s Annual Revenue—Will It Secure TSMC’s Future for Four Years or Cost Taiwan Its Edge?
On March 6, President Lai Ching-te and TSMC Chairman C.C. Wei held a press conference to explain the company’s decision to significantly expand its U.S. investment by $100 billion.
Wei emphasized that every new production site is built in response to customer demand, and this investment is being made because demand from American customers is exceptionally strong.
The U.S. expansion will include three new wafer fabs, two advanced packaging plants, and one R&D center. Wei clarified that the R&D facility in the U.S. is a production-focused research center and will not affect TSMC’s investments in Taiwan.
Trump’s Announcement: TSMC Chooses the Least Risky Path
On the morning of March 3, a chip manufacturing executive from one of TSMC’s customers watched footage of C.C. Wei standing beside U.S. President Donald Trump at a press conference.
"This is the safest option for TSMC," the executive remarked.
Standing at the White House alongside Trump and U.S. Secretary of Commerce Howard Lutnick, Wei announced TSMC’s intention to invest an additional $100 billion in advanced semiconductor manufacturing in the U.S.
To put this into perspective, $100 billion is equivalent to half of Foxconn’s annual revenue and 2.5 times TSMC’s projected capital expenditure for this year.
This investment is set to become the largest foreign direct investment in U.S. history, expected to create 40,000 construction jobs and tens of thousands of high-paying tech positions over the next four years.
"I don’t usually make announcements for every company," Trump said, glancing at Wei. "But I’m making this one personally."
Read the full article:
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