TSMC to Accelerate US Transfer of Chipmaking Know-How While Keeping Top Tech at Home
TL;DR Summary
TSMC plans to speed up moving its advanced chipmaking expertise to the US—expanding its Arizona footprint while keeping the most cutting-edge processes in Taiwan. Even with faster transfers, the newest tech would still be moved abroad only after stabilization and would take at least a year. The company is pursuing a record capex this year (over $52 billion) and about $165 billion to build US capacity, with mass production at its second Arizona fab expected in 2027; North American customers now account for roughly 75% of revenue.
- TSMC Eyes Smaller Gap Between US and Taiwan Chipmaking Fabs Bloomberg.com
- Taiwan Reaches Trade Deal With Trump and Pledges More U.S. Chip Factories The New York Times
- TSMC is set to expand its $165 billion U.S. investment — here’s what we know CNBC
- Taiwan aims to be strategic AI partner in US tariff deal Reuters
- US and Taiwan sign $250B trade deal, cutting tariffs on Taiwanese goods AP News
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