The #TSMC migration is finally paying off in #Phoenix. Taiwanese businesses have begun responding to the demand from the immigrants at the plants.

Last night we dined at an honest-to-goodness Taiwanese-style steakhouse. (1/?) #Taiwan

After Building #US Factories, #TSMC Rejects #Qatar, #Singapore & #India's Requests To Build Advanced Plants
TSMC's overseas expansion has been at the center of coverage surrounding the firm these past few years, as it has built new plants in Japan and the US. Among these, the US site is currently producing advanced 4-nanometer products. However, according to DigiTimes, TSMC has refused to build new factories in three countries despite receiving lucrative offers.
https://wccftech.com/after-building-us-factories-tsmc-rejects-qatar-singapore-indias-requests-to-build-advanced-plants/

Foreign investors could once barely imagine that China would invade Taiwan, but many now view it as a tail-risk scenario they must prepare for, although they cannot find ways to do so. https://www.japantimes.co.jp/business/2025/05/22/markets/china-taiwan-conflict-investors/?utm_medium=Social&utm_source=mastodon #business #markets #china #taiwan #tech #semiconductors #tsmc #trade #us #investments #tariffs

#Tawan #tsmc
"The US factory that lays bare the contradiction in Trump's policy - BBC News"
https://www.bbc.co.uk/news/articles/cwywj0zgzwxo?utm_source=flipboard&utm_medium=activitypub

#TSMC Starts Building #US Chip Factory Within Hours Of Receiving Permit
#TSMC's ground breaking comes the same day the firm received construction permits for the third fabrication plant. The speed appears to have been timed with media reports from #Taiwan have claimed that TSMC is yet to submit details of its $100 billion additional investment to the US to the #Taiwanese government for approval.
#Apple, #NVIDIA & #AMD CEOs Praise TSMC's Construction Activities In #Arizona
https://wccftech.com/tsmc-starts-building-us-chip-factory-within-hours-of-receiving-permit-amd-ceo-says-2nm-hpc-chips-in-play/

By law, chip manufacturer #TSMC is to be required to always produce the latest and greatest chips in #Taiwan. Overseas, however, with the aim of targeting the #USA, only chips one or two generations older will be allowed.

The madness of more and more governments is spreading and gradually turning the world into a madhouse.

#TSMC to build 30% of its 2nm and more advanced chips in the #US, to speed up Fab 21 build out
Construction of the company's N3-capable #Fab21 module 2 is complete, and the company is working to start installing equipment there ahead of time in a bid to pull in volume production of chips at the facility by at least a couple of quarters from its original vague schedule of 2028.
https://www.tomshardware.com/tech-industry/tsmc-to-build-30-percent-of-its-2nm-and-more-advanced-chips-in-the-u-s-to-speed-up-fab-21-build-out

Earnings from Taiwan Semiconductor Manufacturing Co. and ASML Holding this week are poised to provide an early insight into issues that have punctured investor confidence and sent valuations to multiyear lows. https://www.japantimes.co.jp/business/2025/04/16/tech/tsmc-asml-tariff-ai/?utm_medium=Social&utm_source=mastodon #business #tech #tsmc #asml #trade #semiconductors #ai

Trump says he told #TSMC it would pay 100% #tariff if it doesn't build in #US
The company plans to spend $200 billion on its U.S. manufacturing site, according to President Trump. He also denounced a $6.6 billion financial package provided to TSMC to build fabs in Arizona under the #CHIPSAct enacted by the former President Joe Biden, arguing it was unnecessary.
https://www.reuters.com/world/us/trump-says-he-told-tsmc-it-would-pay-100-tax-if-it-doesnt-build-us-2025-04-09/

Taiwan Semiconductor Manufacturing Co. could face a penalty of $1 billion or more to settle a U.S. export control investigation over a chip it made that ended up inside a Huawei artificial intelligence processor. https://www.japantimes.co.jp/business/2025/04/09/tech/tsmc-billion-fine-us-probe/?utm_medium=Social&utm_source=mastodon #business #tech #semiconductors #taiwan #tsmc #us #tech #nvidia #huawei #china

#US #CHIPSAct Getting Scrapped By Trump Administration Now Looks Imminent; Over 80% of Staff Laid Off, Courtesy of #Elon’s #DOGE
The CHIPS Act, introduced under the Biden administration, was seen as the first step by the US to restore its status as the dominant #semiconductor country. The primary aim of the incentive was to bring chip production to the country, and with it, we saw the likes of #TSMC, #Intel, and many others opening up new facilities in the region.
https://wccftech.com/us-chips-act-getting-scrapped-by-trump-administration-looks-imminent/

#Intel's 18A and #TSMC's N2 process nodes compared: According to TechInsights, Intel's 18A could offer higher performance, whereas TSMC's N2 may provide higher transistor density.
https://www.tomshardware.com/tech-industry/intels-18a-and-tsmcs-n2-process-nodes-compared-intel-is-faster-but-tsmc-is-denser

U.S. President Donald Trump's threats of more trade barriers have accelerated Taiwanese electronic firms' migration of manufacturing to the United States. https://www.japantimes.co.jp/business/2025/03/19/tech/tariff-tsmc-taiwan-us-expansion/?utm_medium=Social&utm_source=mastodon #business #tech #donaldtrump #taiwan #tsmc #semiconductors #trade

Intel has named tech industry veteran Lip-Bu Tan as its new chief executive, boosting shares of the U.S. computer chipmaker struggling to catch up in the artificial intelligence race. https://www.japantimes.co.jp/business/2025/03/13/tech/intel-lip-bu-tan-ceo/?utm_medium=Social&utm_source=mastodon #business #tech #intel #semiconductors #tech #lipbutan #tsmc

January #earthquake shook $165M off #TSMC’s revenue forecast
TSMC also revealed “a certain number of wafers in process were impacted and had to be scrapped due to the earthquake and aftershocks.”
Bean-counters’ best guess, based on a preliminary assessment, is that earthquake-related losses will be approximately $161.5 million – or about 0.6 percent of revenue.
TSMC promises production schedule will get back on track
https://www.theregister.com/2025/02/11/tsmc_taiwan_earthquake_financial_impact/

Back in September of 2024 I speculated that #TSMC’s #Apple A16 chip production in the US would end up in the next #iPad. Nice to see I was on the right track. Of course, we weren’t taking the tariff threats seriously at the time. #tech https://9to5mac.com/2025/03/09/apple-a16-ipad-11-special-trick-tariffs/

Hey current #orangeintheOval #regime! Why is #tsmc coming to #arizona?
Thanks to the #CHIPS act that’s why! we have semiconductor manufacturers coming to the States. Not because of something you thought of yesterday. Just exactly how stupid are the people who voted for Donald Trump? The 22.7% of the population who did? I think a subset of you are just cynical and greedy, larger than the subset who are gullible believers.
Thank you Gina #Raimundo and congress that Passed this…And the #ira.