Taiwan’s President, TSMC CEO Plan to Hold Briefing

Yian Lee and Jane Lanhee Lee

Thu, Mar 6, 2025, 3:21 AM 3 min read

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co.’s apical enforcement stressed that the company’s program to walk an further $100 cardinal successful the US won’t impact investments astatine location arsenic helium sought to reassure the Taiwanese nationalist of its commitment.

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The Hsinchu-based institution is successful information trying to accelerate investments successful Taiwan, wherever it volition make and clasp its astir precocious technology, Chief Executive Officer C.C. Wei told reporters during a associated briefing with Taiwan President Lai Ching-te connected Thursday.

“We are expanding investments successful the US arsenic request from US customers is precise large,” Wei said. “Our existent US capableness is afloat booked, it is besides afloat booked for adjacent year, and we’ve already got orders for 2027.”

Wei added that the go-to chipmaker for Apple Inc. and Nvidia Corp. whitethorn inactive not beryllium capable to afloat conscionable request aft the further concern successful the US. There is nary alteration to the company’s program to physique 11 accumulation lines astatine location this year, according to Wei, and helium is asking Lai for enactment to unafraid adjacent much land.

Wei and Lai convened an ad-hoc league successful portion to allay mounting concerns successful Taiwan that the island’s largest institution was shifting its priorities Westward. It came conscionable days aft the world’s apical shaper of AI chips announced plans to put different $100 cardinal successful its US facilities, an enlargement that aligns with President Donald Trump’s propulsion for much home manufacturing.

On Thursday, Wei besides tried to defuse speculation that the institution whitethorn beryllium moving its astir captious probe portion to the US by saying TSMC present employs 10,000 engineers to make next-generation exertion successful Taiwan. Its caller probe and improvement unit successful Arizona volition absorption connected optimizing existing accumulation lines there, Wei said.

As envisioned, TSMC’s spending marks 1 of the largest outlays by a overseas steadfast successful US manufacturing. The spending adds to $65 cardinal successful planned TSMC investments successful the US and would yet bring its American beingness to a half-dozen plants for precocious wafer fabrication and a mates much for precocious packaging.

Still, immoderate further US concern by TSMC volition request support from Taiwan’s government. Economic Minister Kuo Jyh-Huei connected Tuesday downplayed concerns the expanded concern plans whitethorn Americanize the chip-maker.