The announcement comes amid broader technology investments in the US by companies like Apple and Nvidia, which plan to rely on TSMC's new facilities to strengthen the US technology supply chain. However, the investment requires approval from Taiwan's government, which will review outbound investments in advanced chip technology. The move also coincides with Trump's consideration of tariffs on various industries, including semiconductors, to address global trade imbalances. TSMC's plans are part of a broader effort to make the US a leader in AI and semiconductor production, crucial areas in the US-China technological competition.
Key takeaways:
- TSMC plans to invest an additional $100 billion in US plants to boost chip output and support domestic manufacturing.
- The investment aligns with President Trump's goal of making the US dominant in AI and increasing domestic manufacturing.
- The expansion will bring TSMC's US presence to a total of five plants, creating thousands of high-tech manufacturing jobs.
- TSMC's investment plans require approval from Taiwan's government, and the company is a key partner for Nvidia and Apple.