TSMC Pledges To Spend $100 Billion On US Chip Facilities (techcrunch.com) 67
An anonymous reader quotes a report from TechCrunch: Chipmaker TSMC said that it aims to invest "at least" $100 billion in chip manufacturing plants in the U.S. over the next four years as part of an effort to expand the company's network of semiconductor factories. President Donald Trump announced the news during a press conference Monday. TSMC's cash infusion will fund the construction of several new facilities in Arizona, C. C. Wei, chairman and CEO of TSMC, said during the briefing. "We are going to produce many AI chips to support AI progress," Wei said.
TSMC previously pledged to pour $65 billion into U.S.-based fabrication plants and has received up to $6.6 billion in grants from the CHIPS Act, a major Biden administration-era law that sought to boost domestic semiconductor production. The new investment brings TSMC's total investments in the U.S. chip industry to around $165 billion, Trump said in prepared remarks. [...] TSMC, the world's largest contract chip maker, already has several facilities in the U.S., including a factory in Arizona that began mass production late last year. But the company currently reserves its most sophisticated facilities for its home country of Taiwan.
TSMC previously pledged to pour $65 billion into U.S.-based fabrication plants and has received up to $6.6 billion in grants from the CHIPS Act, a major Biden administration-era law that sought to boost domestic semiconductor production. The new investment brings TSMC's total investments in the U.S. chip industry to around $165 billion, Trump said in prepared remarks. [...] TSMC, the world's largest contract chip maker, already has several facilities in the U.S., including a factory in Arizona that began mass production late last year. But the company currently reserves its most sophisticated facilities for its home country of Taiwan.
TSMC knows Taiwan is toast (Score:1, Troll)
This is a rather stupid take. (Score:1)
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But I've come to expect this from Slashdot users.
Why is it stupid? Why would reversing a policy of helping Ukraine fend off Russia not - at least possibly - indicate a similar view toward helping Taiwan fend off China?
Also, art not thou a "Slashdot user" as well, Mister Anonymous Coward?
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Why is it stupid? Why would reversing a policy of helping Ukraine fend off Russia not - at least possibly - indicate a similar view toward helping Taiwan fend off China?
You know the Ukraine story is a bit bigger than the 10 minute video clip, right?
You know that Ukraine twice agreed to sign the Minerals Agreement and twice refused at the last minute BEFORE Zelinski flew to DC last week, right?
You know that every European country that has given aid to Ukraine has secured repayment terms BEFORE giving Ukraine aid, right?
You know that the aid the US has sent Ukraine, hundreds of billions of dollars so far, was given with no agreement to ever repay any of it, right?
You know th
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Ukraine has just come back to say they are ready to make peace and sign the mineral deal. Trump's approach worked again.
A type of "second sourcing" (Score:2)
This is a rather stupid take. But I've come to expect this from Slashdot users.
Then you are ignorant of basic engineering and manufacturing. Regional manufacturing is a type of "second sourcing". Regional disasters have impacted chip manufacturing in the past. Having multiple manufacturing facilities around the world alleviate the regional single source risk.
Yes, "second source" often refers to having a second company license and manufacture. This is usually to avoid the risk of one company failing financially. The practice addresses numerous types of risks, corporate, regional, po
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There's a lot of suspicious downvoting on the comments for this story.
Re: TSMC knows Taiwan is toast (Score:2)
It isn't so much a conspiracy as the odds of random clueless people getting mod points (and not understanding how to use them)
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It isn't so much a conspiracy as the odds of random clueless people getting mod points (and not understanding how to use them)
I tend to agree; but on the other hand, in times like these, conspiracy theorism may be considered a valid and even prudent survival strategy.
conspiracy theories and paranoia, oh my! (Score:2)
"Then I could turn around and justify that, by saying that it isn’t really paranoia if there really are people out to get you."
— Roger Zelazny, Isle of the Dead (1969)
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After the debacle with Ukraine, its unlikely that Taiwan will get any support from US when needed. TSMC will be smart to gtfo of Taiwan eventually.
Ah yes, modded down to zero: I see some dupes / shills / apologists are trying to paint the site red-as-in-Republican. Well, I came to say pretty much the same thing, so maybe I'll get modded down too!
Even if you don't believe that Trump is a Soviet asset - and therefore somewhat friendly to China as well - you should at least accept that American military support for any mission other than exterminating the Palestinians or annexing Canada is now highly unlikely.
So yes, TSMC's move can reasonably be viewed
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How many taxes are they contributing?
I think the question should be: what incentives are they receiving from Federal and State governments?
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What the government doesn't take from a manufacturer is irrelevant, the opportunity cost of foregone tax revenue can be ignored as it would not exist at all if they didn't build here.
A facility of this size doesn't require any government infrastructure? Of course it adds to government outlays.
Re:Thank you President Trump (Score:5, Insightful)
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1. TSMC will never build leading edge fab in US.
TSMC has a Phoenix, Arizona plant which they finished building in 2024 under the Biden administration. The fab is at 5nm but expected to upgrade to 3nm. The plant currently has not begun full production yet.
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Precisely. Not cutting edge. It hasn't even begun and is already 2 generations behind what TSMC was doing 3 years ago, exactly like the GP said.
The USA will not get leading edge fabs, they will retrospectively get upgrades but will perpetually objectively not be leading edge fabs.
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Precisely. Not cutting edge. It hasn't even begun and is already 2 generations behind what TSMC was doing 3 years ago, exactly like the GP said.
The USA will not get leading edge fabs, they will retrospectively get upgrades but will perpetually objectively not be leading edge fabs.
Isn't the US under Trump less likely to defend Taiwan than the US under Biden was? And if there IS a greater likelihood of a takeover, then why wouldn't TSMC change its mind and replicate their leading edge processes beyond China's reach?
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Isn't the US under Trump less likely to defend Taiwan than the US under Biden was? And if there IS a greater likelihood of a takeover, then why wouldn't TSMC change its mind and replicate their leading edge processes beyond China's reach?
Don't defend us, China may get the latest and greatest fas (even if damaged or destroyed, presumably they can still learn from it).
If TSMC puts their leading edge fabs in the US, there are 2 reasons for US not to defend Taiwan.
Taiwan gets hit, US still has leading edge fabs.
Taiwan / TSMC gets hit, leading edge fabs are in the US (so no problem for US), stock price of TSMC crashes due to Taiwan being hit, makes TSMC a probable cheap takeover target (for Intel, AMD, Nvidia, Apple or some funds from wall stree
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Makes sense - thanks for the insights.
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The fabrication plants will be destroyed far beyond any ability to provide useful information to the invading Chinese. They can learn a lot more from their spies who are able to look at fully functional non-destroyed plants right now.
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Trump is illegally playing games with money and TSMC has stuff going under Biden they are just securing their plans by playing with Trump.
You've got something there with the bonus of screwing Intel in AZ but AZ has a lot of support for corps going to that hell hole. The locals all think the water problem will somehow be solved and continue to plan foolishly. I can't say how many times I heard them talk about how in the future massive projects are going to pipe in water from across the nation. It's almost a
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TSMC doesn't like hiring Americans, but if they're going to run fabs here then they'll need to hire here. Their own engineers back in Taiwan get paid shit for salary (relatively-speaking).
Re: Thank you President Trump (Score:2)
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Like anyone's gonna export their top tier talent so that TSMC can run fabs in the US? It's not like TSMC can or will hire idiots from degree mills in Mumbai that lie on their resumes.
Re: Thank you President Trump (Score:2)
Re: Thank you President Trump (Score:2)
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Relative to foundry workers/engineers at Intel, GF, TI, etc. Major cultural differences.
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“He can’t tell the difference between his own personal interest and the national interest, if he even understands what the national interest is,” John Bolton, who served as national security adviser in Trump’s first term, told "The Bulwark". As one prominent Republican politician recently told me, understanding Trump is simple: “If you’re his friend, he’s your friend. If you’re not his friend, he’s not your friend.”
-- "The Atlantic", 2025, February 24.
I learnt a new word today: Patrimonialism. It means treating federal property as personal property. Go look at North Korea for an example, while Russia and Hungary are less conspicuous but obvious examples. Words like "autocracy", "oligarchy" and "fascist" don't explain the Trump-Musk alliance, patrimonialism does.
But you're more interested in pretending that you've won some pissing-contest: Good-luck with that.
Do what exactly? Increase the ability of USA to ma
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President Trump puts the interests of the US first. It drives the communists crazy to us win like this.
Crooked cunt Kamala never could have done this.
President Trump puts the interests of Donald Trump first. It drives the pseudo-communists crazy with joy to see the US President so openly supporting Putin.
Sane and intelligent Kamala never could have done this.
FTFY
Contributions? (Score:3, Insightful)
Re:Contributions? (Score:5, Interesting)
https://www.tsmc.com/static/ab... [tsmc.com]
You be the judge.
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Sigh.
https://www.electropages.com/b... [electropages.com]
Re: Contributions? (Score:2)
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Dude, that's the facility I was talking about, the one that broke ground a few years ago and is close to production. They're expanding it.
Foxconn never got a single facility operating in Wisconsin.
Not the same thing!
Silverback with empathy disorder (Score:3)
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Lead time (Score:2)
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With a 25% increase in the cost of the machines? (Score:5, Insightful)
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Orange jesus has assured me that the other country pays the tariff. No worries!
What the party of small government doesn't realize is that once the 25% tariffs are in place, everyone else can automatically raise their prices 20% and STILL be cheaper. But I'm sure all that will trickle down any day now...
Like the Foxconn factory? (Score:2)
Will this be like when Foxconn promised to build a large US manufacturing facility last time Trump was president? As far as I know, all that ever came of that was a bunch of photo ops. Or Apple contracting a company to build the "dustbin" Mac Pro in Texas? That failed with the company blaming it on being unable to hire skilled workers who'd accept minimum wage.
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https://www.tsmc.com/static/ab... [tsmc.com]
Pasted the same link to the other guy that asked the exact same question before you did.
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Everything!!!!
They aren't getting the CHIPS act money anymore, and they're still expanding an existing fab complex that is nearing full production.
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There's nothing skilled in putting tab A into slot B assembly. You can tell anyone off the street to do it.
Manufacturing is basically unskilled work at the level of consumer electronics because they're just slapping parts together and using a screwdriver or glue.
Anyhow, the big problem with the Mac Pro wasn't that they couldn't get
Never forget (Score:1)
. It's a bit like Apple using slave Labor and blood minerals yet still getting praise, and Bezos treating workers like shit yet still be photographed with a bevy of Hollywood's most glamous beauties, and don't get me started on Gates. Wealth and success seems to make the mud not stick.
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that was Foxconn
ASML (Score:3)
Cheap talk, but will it really happen... (Score:2)
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These pledges are vaporware (Score:2)
Trump is too stupid to understand anything.
What a cesspool of partisan fools. (Score:2)