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TSMC’s $100b US investment driven by customer demand, CEO says

Taiwanese chipmaker TSMC has announced a US$100 billion investment plan in the US, citing strong demand from American customers, according to CEO C.C. Wei.

Wei confirmed that production lines at the new US facilities are fully booked through 2027.

Despite this expansion, he emphasized that growth in Taiwan would continue, with 11 new production lines planned this year, compared to three additional lines in the US.

This announcement occurs amid growing geopolitical tensions over semiconductors.  Taiwan’s industry dominance raises concerns about over-reliance and pressure from China.

Recent TSMC developments

Timeline
06-Mar-2025 🖥️ TSMC won’t make advanced chips in US next year, minister says
  • TSMC’s 2nm, 1.6nm chips not in US before 2026
  • No immediate plans for advanced tech at US facilities
04-Mar-2025 📉 TSMC shares drop after $100b US investment announcement
  • TSMC shares drop 2.25% after $100B US plans
  • CEO meets Trump to discuss US expansion strategy
18-Feb-2025 🇺🇸 TSMC’s US expansion on track despite groundbreaking rumors
  • TSMC’s Arizona projects on track amid scrutiny
  • Over $65B invested for three wafer fabrication plants
17-Feb-2025 📈 TSMC leads Taiwan patent applications in 2024
  • TSMC leads Taiwan in patents for 9th year
  • Nanya Technology sees 25% rise in filings
16-Feb-2025 💾 TSMC weighs control of Intel’s US plants after Trump talks
  • TSMC eyes Intel’s US factories for chip boost
  • Negotiations may address Intel’s financial struggles

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