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Major Apple supplier TSMC says investment in America driven by customer demand

MacDailyNews

Mar 6

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TSMC, the Taiwanese semiconductor giant, is ramping up its U.S. investments due to strong demand from American customers, according to CEO C.C. Wei. Speaking on Thursday, Wei revealed that the company’s U.S. production lines are already fully booked for 2025 and the following two years. At a press conference held at Taiwan’s presidential office, he also addressed concerns about the company’s $100 billion investment plan, unveiled this week, assuring that it would not hinder TSMC’s expansion in Taiwan or negatively affect the island’s critical semiconductor sector.

Wen-Yee Lee for Reuters:
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TSMC, the world’s largest contract chipmaker, plans to build five additional chip facilities amid threats from U.S. President Donald Trump to impose tariffs on semiconductor imports.
While TSMC plans to build three new production lines in the U.S. over coming years, it will build 11 more new production lines in Taiwan this year, Wei told reporters. “We will continue to build them (in Taiwan) because it is still not enough,” he said.
The new U.S. expansion plan comes after Trump has repeatedly criticised Taiwan, saying it has taken away American semiconductor business and that he wants manufacturing to return to the United States.
Taiwan’s dominant position as a maker of chips used in technology from cellphones and cars to fighter jets has sparked concerns of over-reliance on the island, especially as China ramps up pressure to assert its sovereignty claims.
As a key manufacturing partner to Nvidia, Apple, and Qualcomm, TSMC is central to the U.S. chip industry, and bringing more of its production to U.S. soil would solve a major supply chain risk for those firms.

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MacDailyNews Take: Not putting all of your eggs in one basket is simply common sense.

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