A significant development has occurred regarding Taiwan-based semiconductor manufacturer TSMC’s investments in the US. In an interview, US President Donald Trump announced that TSMC plans a total investment of $300 billion in the US.
TSMC’s US investment will be widely discussed.
According to the announcement, this investment will see the construction of six new chip factories in Arizona. Trump described this initiative as the largest foreign direct investment package in US history. TSMC has not officially responded to these statements. Following Trump’s statements, the company’s shares fell on both Taiwanese and US stock exchanges. This has raised questions about the true scope and details of the investment.
It is unclear how much of the $300 billion mentioned by Trump is direct capital expenditure and how much is accounted for by economic impact or tax benefits.
TSMC previously announced plans to establish three manufacturing facilities in Arizona by the end of 2024 and initially allocated $65 billion for these investments. This amount was increased to $165 billion by early 2025.
Recent statements indicate that the number of production lines could reach six. However, the date these facilities will become operational, the technologies they will use, and the allocation of the total investment have not yet been confirmed.
In his interview, Trump stated that chips will now be manufactured in the US, saying, “We want to make the best.” He also referenced trade relations with countries like South Korea and Germany, noting that they have opened their markets to US products.
These statements, when considered alongside the problems Intel has experienced in its production processes and the US’s strategic moves in recent years to increase its share of global chip production, make TSMC’s influence in the US even more visible.
{{user}} {{datetime}}
{{text}}