Chipmaker TSMC said it aims to “invest at least $100 billion” in chip manufacturing plants in the U.S. over the next four years to expand part of the company’s semiconductor factory network.
President Donald Trump announces the news At a press conference on Monday. TSMC Chairman and CEO CC WEI said in a briefing that TSMC’s cash injection will fund the construction of several new facilities in Arizona.
“We will produce many AI chips […] Supporting advances in AI,” Wei said.
TSMC Previously guaranteed to pour $65 billion Entering manufacturing plants in the United States and $6.6 billion has been received from Chip methodThis is a major Biden administration law that attempts to promote domestic semiconductor production. Trump said at the meeting that the new investment brought the company’s total investment in the U.S. chip industry to about $165 billion.
For years, the United States has expressed concerns about TSMC’s near monopoly in chip manufacturing and urged the company to relocate more of its production to the United States, and the demand for AI chips for TSMC’s specialty AI chips is particularly important, and demand for AI BOOM has increased dramatically.
Since taking office, Trump said he would Impose tariffs on foreign chip production In order to return the chip manufacturing industry to the United States and threaten to end the Chip Act, he criticized it as insufficient. Experts warned However, Trump’s approach may slow (or even damage) progress in US AI.
Daniel Newman, CEO of tech consulting firm Futurum Group, said he hopes TSMC’s investment will be related to a delay in tariffs or a delay that meets certain requirements, which he said would be a “win” for the government.
“As the U.S. continues to drive the increase in domestic manufacturing, the substantive commitment of TSMC may be a well-intentioned strategic gesture as the tariffs are covered,” Newman told TechCrunch via email.
TSMC, the world’s largest contract manufacturer, already owns multiple facilities in the United States, including a factory that began mass production late last year. But the company currently retains facilities in its most complex Taiwan country.
The United States believes that due to the growing threat from the mainland Chinese government, the large number of Taiwan existence of TSMC in the United States is a strategic risk. Trump and U.S. Commerce Secretary Howard Lutnick reportedly Logistics Challenge.
Since taking office, Trump has appeared several times with technology CEOs and investors to announce large U.S. infrastructure projects. January, OpenAI and SoftBank Ensure investment In the domestic AI data center network, it is as much as one billion US dollars. Just last week, Apple said it plans Spend more than $500 billion Expand its US-made footprint.
However, these promises tend to have some knowledge of the details – experts have Question their feasibility.
