Back to today’s briefing

Story perspectives

TSMC's $100 Billion U.S. Investment to Boost Semiconductors

3/4/2025

37 3

Left

TSMC's $100 Billion Investment

Taiwan Semiconductor Manufacturing Co. (TSMC) is set to invest a staggering $100 billion in five new U.S. plants, boosting its total U.S. investment to $165 billion. This ambitious initiative, revealed by Donald Trump, seeks to bolster domestic semiconductor production while addressing tariff concerns. Meanwhile, Taiwan reassures that its cutting-edge technology will stay on the island, prioritizing national security.

Center

Samsung's Texas Expansion

Samsung's ambitious semiconductor plant in Taylor, Texas, is on track for a 2025 launch, backed by the CHIPS Act. Yet, the soaring energy needs for production could strain Texas's power grid. Compounding the situation, President Trump's tariffs cast a shadow over Taiwan's semiconductor sector, stirring worries about U.S. backing for Taiwan in the face of rising tensions with China.

1 of 2

TSMC's $100 Billion Investment

Taiwan Semiconductor Manufacturing Co. (TSMC) is set to invest a staggering $100 billion in five new U.S. plants, boosting its total U.S. investment to $165 billion. This ambitious initiative, revealed by Donald Trump, seeks to bolster domestic semiconductor production while addressing tariff concerns. Meanwhile, Taiwan reassures that its cutting-edge technology will stay on the island, prioritizing national security.

1 / 2