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Taiwan pledges to strengthen semiconductor ties with US

Taiwan’s President Lai Ching-te pledged to strengthen semiconductor ties with the US, addressing concerns over supply chain security.

Lai emphasized Taiwan’s crucial role in the global semiconductor industry, engaging with US partners to develop collaborative strategies.

Taiwan Semiconductor Manufacturing Company (TSMC) remains central to AI chip production, investing US$65 billion facilities, including Arizona.

President Donald Trump criticized Taiwan for weakening US semiconductor manufacturing, but Lai advocated for a “democratic supply chain” and AI collaboration.

Taiwan’s semiconductor-driven trade surplus with the US surged 83% to a record US$111.4 billion, reinforcing strong economic ties despite the absence of formal diplomacy.

Recent TSMC developments

Timeline
13-Feb-2025 📈 TSMC holds first US board meeting, no new investments
  • TSMC’s first US board meeting held in Arizona.
  • No new US investments announced; $65B already in.
11-Feb-2025 💔 TSMC lowers Q1 outlook due to January earthquake losses
  • TSMC expects Q1 2025 revenue downturn.
  • January earthquake causes NT$5.3B in losses.
10-Feb-2025 📊 TSMC growth slows as DeepSeek fuels AI competition
  • TSMC reports 36% revenue rise in January.
  • Growth slows amid AI competition and market volatility.
03-Feb-2025 📉 TSMC shares under scrutiny after DeepSeek jolt
  • TSMC shares fell 13% amid AI stock selloff
  • Emergence of DeepSeek raises AI market concerns
23-Jan-2025 📈 TSMC drives Taiwan stock exchange with 30% annual gain

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