TSMC, the Chip Giant, Is to Spend $100 Billion in U.S. Over the Next 4 Years
Published On Mar 3, 2025, 12:45 PM
President Trump announced that Taiwan Semiconductor Manufacturing Company (TSMC) will invest $100 billion over the next four years to expand its operations in the U.S., specifically in Arizona. This move increases TSMC's total investment in the U.S. to $165 billion, which will include the construction of six manufacturing plants and the creation of approximately 25,000 jobs. This initiative aims to bolster domestic semiconductor manufacturing and reduce national security concerns related to reliance on Taiwan for advanced chips.
Stock Forecasts
TSM
Positive
The significant investment by TSMC in U.S. semiconductor manufacturing is a positive development for the industry, aiming to increase domestic capabilities which may benefit companies involved in tech and semiconductors. This could also reflect in the increased demand for semiconductor stocks as the supply chain becomes more localized.
Related News
Chip giant TSMC to invest $100B in US manufacturing
Mar 3, 2025, 12:49 PM
Chipmaking giant TSMC is expected to announce a $100 billion investment in the U.S. at the White House that would bring more semiconductor manufacturing to the country.
Intel rivals Broadcom and TSMC eye possible deals to split the US chipmaker in two, WSJ reports
Feb 17, 2025, 4:52 AM
Broadcom has been closely examining Intel's chip design and marketing business, the Journal reported, adding that the company had discussed a potential bid with its advisers but would likely only proceed if it found a partner for Intel's manufacturing business. TSMC, the world's biggest contract chipmaker, has separately studied controlling some or all of Intel's chip plants, potentially as part of an investor consortium or other structure, the report said.
Exclusive: Trump prepares to change US CHIPS Act conditions, sources say
Feb 13, 2025, 3:27 PM
WASHINGTON/SINGAPORE/TAIPEI (Reuters) -The White House is seeking to renegotiate U.S. CHIPS and Science Act awards and has signaled delays to some upcoming semiconductor disbursements, two sources familiar with the matter told Reuters. The people, along with a third source, said the new administration is reviewing the projects awarded under the 2022 law, meant to boost American domestic semiconductor output with $39 billion in subsidies. Washington plans to renegotiate some of the deals after assessing and changing current requirements, according to the sources.