TSMC's $100B U.S. Expansion: Strengthening Supply Chains & Reducing Geopolitical Risks

TSMC announced a $100 billion investment in the U.S. to build five new semiconductor facilities, including three fabrication plants, two advanced packaging sites, and an R&D center. This expansion aims to boost domestic chip production, reducing reliance on Asia and strengthening supply chains for key partners like Nvidia, AMD, and Qualcomm.

This move aligns with Trump’s push for U.S. manufacturing and follows a $6.6 billion subsidy under the CHIPS Act. TSMC's second Arizona plant will produce 2-nanometer chips by 2028, and its A16 technology will be used in the U.S. The company faces higher costs in the U.S. but seeks to avoid potential Trump tariffs. Taiwan’s government will review the investment before approval. This transition could also eliminate geopolitical risk concerns from investors, although there might be increasing labor costs in the US, but with the help from AI, this could be settled in some way.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

JimmyHua
03-04
JimmyHua
a strategic investment to enhance U.S. semiconductor production and supply chain resilience.
SiliconTracker
03-04
SiliconTracker
$Taiwan Semiconductor Manufacturing(TSM)$ Time to buy
Mortimer Arthur
03-04
Mortimer Arthur
pick more up because long term this is a gem.
sunshineboy
03-04
sunshineboy
Wow, this is a game changer for TSMC!
Valerie Archibald
03-04
Valerie Archibald
Great opportunity to add TSM,

Leave a comment

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[Wow]","text":"Wow, this is a game changer for TSMC! [Wow]","html":"Wow, this is a game changer for TSMC! [Wow]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":409965211209816,"commentId":"409965211209816","gmtCreate":1741098619823,"gmtModify":1741102185562,"authorId":10000000000010988,"author":{"id":10000000000010988,"idStr":"10000000000010989","authorId":10000000000010988,"name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":409845724381272,"objectIdStr":"409845724381272","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Great opportunity to add TSM,","text":"Great opportunity to add TSM,","html":"Great opportunity to add TSM,","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/409845724381272"}