The foundry TSMC has just announced an additional investment of 100 billion dollars to build factories and research and development centers in Arizona, in the United States. In total, the firm will have invested 165 billion dollars in the country. A major strategic issue.
While the controversies continue unabated at the White House, US President Donald Trump has revealed TSMC's new investment projects in the United States. The foundry has been manufacturing chips for many American companies for several years, such as Apple, Nvidia, and Qualcomm. It is known for its expertise, which allows it to stay ahead of the curve in terms of engraving finesse.
Originally based in Taiwan, TSMC has been investing in the United States since 2020, with the construction of factories in the state of Arizona. A change in strategy that can be explained both by the increased risk incurred by Taiwan, which China seems to want to reintegrate manu militari into its territory. But also by the trade war in which the American president.
TSMC announces major investment in the United States
The first TSMC factories have already opened their doors in Arizona. Three production sites that already produce 4 nm chips for Apple (the A16 chips found in older iPads and iPhones). An investment that already amounted to 65 billion dollars. But today the firm wants to invest an additional 100 billion dollars on American soil.
Enough to build even more production units as well as an R&D center – with the roadmap of manufacturing 2nm chips on American soil by 2028. While he accused Taiwan a few years ago of having “stolen chips from the Americans”, Donald Trump naturally welcomed TSMC's efforts to establish itself on U.S. soil.
He explains: “Today, Taiwan Semiconductor announced that they will invest at least $100 billion of additional capital in the United States over a short period of time to build state-of-the-art chip manufacturing plants.” He adds: “I think they will be primarily based in Arizona, which is a large state. I love it because I earned it.”
The American president went on to praise the initiative of the company, which he described as nothing less than “the most powerful in the world.” Of course, this news is rather good for the security of supply of the latest chips for major American firms. It remains to be seen what impact this strategic orientation will have on European firms – in a world that seems to be heading towards profound changes.
It should be noted that the cutting-edge engraving machines used by TSMC are currently manufactured by the ASML firm based in Europe, in the Netherlands.
0 Comments