Individuals familiar with TSMC’s strategy told The Wall Street Journal that the company is accelerating investment in its US projects ahead of potential trade measures from the.
TL;DR: TSMC is postponing construction of its second chip plant in Japan, a decision that sources attribute to the company’s accelerated efforts to expand its operations in the United States. This shift in priorities comes as TSMC faces growing pressure to increase domestic semiconductor production in the US amid the looming threat of new tariffs on imported chips.
Individuals familiar with TSMC’s strategy told The Wall Street Journal that the company is accelerating investment in its US projects ahead of potential trade measures from the Trump administration. President Trump has called for semiconductors to be made in America and has launched an investigation that could result in tariffs of up to 100 percent on imported chips. This aggressive trade stance is prompting technology companies, including TSMC, to reassess the timing and location of their global investments.
