"TSMC's Expanding US Chipmaking Plans Secure Billions in Subsidies"
TL;DR Summary
Taiwan Semiconductor Manufacturing Company's (TSMC) $65 billion investment in Arizona to produce 2-nanometer chips in the US by 2028 is a significant move for US tech supply chain security, but it still leaves the US unable to fully produce the most complex chips domestically. TSMC's balancing act involves satisfying customers like Nvidia while maintaining its profitable business model. The complexity of chip packaging means that producing chips for AI purposes will likely still involve plants in Asia. TSMC's commitment to the US was also driven by the needs of AI chip vendors.
Topics:business#chip-manufacturing#semiconductor-industry#technology#technology-supply-chain#tsmc#us
- TSMC's $65 billion bet still leaves US missing piece of chip puzzle Ars Technica
- TSMC's American chipmaking plans grow $25bn more ambitious The Economist
- TSMC Will Receive $6.6 Billion to Bolster U.S. Chip Manufacturing The New York Times
- Taiwan Semiconductor Will Receive a Huge U.S. Subsidy. Does That Make the Stock a Buy? Yahoo Finance
- TSMC Arizona and U.S. Department of Commerce Announce up to US$6.6 Billion in Proposed CHIPS Act Direct Funding, the Company Plans Third Leading-Edge Fab in Phoenix Taiwan Semiconductor Manufacturing
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