TSMC

50-50 Chip Production Proposal Unlikely, But Will Prove a Stumbling Block to US-Taiwan Dealmaking

US Commerce Secretary Howard Lutnick recently stated that the US would seek 50-50 production of semiconductors between Taiwan and the US, as well as that this was central to US-Taiwan cooperation. Such a proposal, however, is not likely to be well-received in Taiwan, and it is likely to be a pitfall for future relations between the US and Taiwan, encouraging further distrust in the US...

TSMC Deal Will Only Placate Trump if He Is Convinced Taiwan is the Loser

Taiwanese semiconductor manufacturing giant TSMC announced today that it intends to invest 100 billion USD in the US over the next four years. TSMC’s plans for investment were announced jointly by the company and US president Donald Trump, who suggested that TSMC could avoid the tariffs he has threatened to impose on Taiwanese semiconductors with the deal, though it is unclear how that would work out as an investment framework...

TSMC’s Development of Arizona Semiconductor Plant Could Have Implications for Taiwan’s Security

Taiwan Semiconductor Manufacturing Company recently won a $6.6 billion grant from the US Department of Commerce to subsidize the construction of three semiconductor manufacturing fabrication plants in Phoenix, Arizona. The total package could come to $11.6 billion, inclusive of loans. This is the largest cash grant the US has awarded a foreign company and the largest single greenfield project by a foreign company in US history...