The US faces a massive uncertainity with its chip industry under China's newest rare earth export control measures, and they could potentially force TSMC not to sell its chips to American companies. Beijing Is Moving Towards Introducing an Export License For Foreign Entities If They Are Reliant on Chinese Rare Earth Materials The US-China trade dispute has taken a massive turn in the past few days, especially after the announcement by Beijing that it will be ramping up the export controls on 'rare earths', adding extra scrutiny towards semiconductor firms like TSMC. As the world's largest producer of rare earths, […]

Read full article at https://wccftech.com/tsmc-could-be-barred-from-selling-chips-to-the-us-under-china-rare-earths-export-control/

Intel is the 'hedge' against geopolitical and supply risks associated with depending on TSMC, according to an analyst, who says that Team Blue would eventually be needed. "You Don't Need It, Until You Need It," says Analyst When Talking About Whether Intel Could Serve As a Replacement to TSMC Intel's role in the chip industry has evolved dramatically over the past few years, particularly as the native chipmaker producing cutting-edge nodes in America. However, with the Trump administration's push to produce in the US, companies like TSMC have ramped up their investments in America, and they are seeing massive interest, […]

Read full article at https://wccftech.com/intel-is-the-insurance-policy-for-every-us-fabless-chip/

Well, there is a lot of uncertainty around whether TSMC is looking for an investment in Intel, but according to an analyst, investing in the US chip industry is a 'way better' choice. TSMC Should Ramp Up US Investments, Rather Than Looking For Investment Into Intel, Which Isn't Going to Happen Either Way For those unaware, rumors had circulated about TSMC potentially investing directly in Intel to contribute to the 'American chipmaking' cause. However, the Taiwan giant later denied the reports, claiming that it was not looking for a partnership or investment at all. However, the rumors do indicate that […]

Read full article at https://wccftech.com/tsmc-would-be-better-off-pouring-investment-into-america-rather-than-binding-itself-with-intel/

It seems that the people of Taiwan are indeed worried about TSMC's investments in the US, as they believe that it has already laid the foundation for a "US-SMC." TSMC's Inclination Towards the US Is Apparently Bothering Taiwan, But The Core Technology Still Remains In the Nation The idea of TSMC becoming an American Foundry has been emerging in the media ever since the Taiwan chip giant invested 'hundreds of billions' in the US under the influence of the Trump administration. Things did take a turn when it was rumored that the USG is considering getting a stake in TSMC, […]

Read full article at https://wccftech.com/half-of-taiwanese-surveyed-believe-tsmc-is-already-becoming-a-us-foundry/

TSMC will never be an American entity, according to the latest remarks by Taiwan's premier, who claims that investments in the US won't push the Taiwan chip giant away from its origin. TSMC's Investments in the US Chip Industry Won't Fully Meet America's Demands, Claims Taiwan's Premier Taiwan has shown a 'cautious' approach towards TSMC investing in America, and according to previous reports, the government didn't want the chip giant to produce high-end nodes in the US at all. However, the stance did soften when the Trump administration came in, since it became necessary for TSMC to invest in America […]

Read full article at https://wccftech.com/tsmc-is-not-and-will-never-be-an-american-foundry-taiwan-premier-asserts/

TSMC is seeing massive demand from its US customer base to the point that the firm has accelerated the expansion of its production lines by several quarters. TSMC's Arizona Fab Is Expected To See Cutting-Edge Nodes Being Introduced Way Earlier Than The Original Timeline The Taiwan chip giant is having a great time building facilities in America, mainly because the firm is seeing massive adoption from companies like NVIDIA, Apple, and AMD. TSMC's Arizona fab is reported to be fully booked regarding upcoming capacity, and now, according to a report by the Taiwan Economic Daily, there is an urgency within […]

Read full article at https://wccftech.com/big-tech-frenzy-for-tsmc-made-in-usa-chips-has-reportedly-forced-the-company-to-rush-production/

The Taiwan chip giant is reportedly considering handing its CHIPS Act grants back to the US administration, given their pursuit of getting equity in the company. TSMC Could 'Refund' the $6.6 Billion in CHIPS Act Subsidies If the Trump Administration Decides to Take a Stake For those unaware, the Trump administration had been considering taking equity stakes in beneficiaries of the CHIPS Act, which include firms like TSMC, Intel, Micron, Samsung, and others. The government apparently sees the Biden-era incentive scheme as a 'free-money' distributing mechanism, and wants something from the beneficiaries in return. However, based on a report by […]

Read full article at https://wccftech.com/tsmc-reportedly-mulls-returning-us-chips-act-grants/

The Trump administration might decide to acquire a stake in all CHIPS Act beneficiaries, which would put TSMC in a challenging position when it comes to the firm's autonomy. Samsung, Micron & TSMC Could Be Forced Into President Trump’s ‘Equity Model For those unaware, the US government is looking to adopt a 'chip subsidy-for-equity' model, according to remarks made by Commerce Secretary Howard Lutnick. More specifically, the equity stakes will be taken in exchange for CHIPS Act grants, which means all the eligible firms under the government scheme will need to give a portion of their company to the Trump […]

Read full article at https://wccftech.com/tsmc-under-pressure-as-u-s-officials-weigh-stakes-in-chips-act-beneficiaries/

TSMC has big plans for the US, and one of the more important ones is producing the cutting-edge N2 technology in the country, giving America a lead in the chip industry. TSMC's Cutting-Edge Chip Technologies Are Coming Into the US, And There's No Stopping Them For Now Ever since the Trump administration took over the White House, TSMC has seen a massive interest in the region, part of which is due to the "tariff threat" looming over the chip giant. Initially, Taiwan has been reluctant to a technology transfer to any other nation, but it seems like the stance has […]

Read full article at https://wccftech.com/tsmc-is-reportedly-ready-to-shift-2nm-technology-to-the-us/

TSMC has plans for dedicated chip fabs in the US, but a more important one is creating advanced packaging facilities, which seems to be the next goal of the Taiwan giant. TSMC to Produce Cutting-Edge CoWoS, SoIC & CoW Packaging Technologies in America, Reducing Taiwan Dependency Since the Trump presidency, TSMC has expanded its efforts to produce in America on a massive scale, mainly driven by the firm's $100 billion investment in the region, including opening up chip facilities, R&D centers, and advanced packaging facilities. Next to chip production, advanced packaging like CoWoS is one of the most essential elements […]

Read full article at https://wccftech.com/tsmcs-next-major-milestone-in-america-would-be-the-opening-of-a-new-advanced-packaging-facility/

TSMC has been investing massively in America in the last few months, but the company seems to need to do a lot more, and the Trump administration is aiding the Taiwan giant with regulatory measures. TSMC's Massive Investments Still Aren't Enough For Demand For Chips In America; A Lot More Is To Be Done TSMC has been heavily involved in the US chip industry, especially after making a significant investment under the Trump administration. The Arizona facility, in particular, has been responsible for producing cutting-edge nodes, however, the production capacity isn't keeping pace with the gigantic demand in America. According […]

Read full article at https://wccftech.com/tsmc-arizona-facility-would-only-fulfill-7-of-america-chip-needs-reveals-treasury-secretary-scott-bessent/

TSMC has massive plans for the American chip market, which will likely put it in a position of self-reliance, which includes producing cutting-edge nodes in the nation. TSMC Says That Their Future Plans For America Are Massive, Which Will Create a Self-Reliant Supply Chain The revenue TSMC has managed to generate from the US alone has made the firm expand its efforts for the region, particularly its Arizona facility. The Taiwan giant has seen a massive 36% YoY surge in revenue, which is driven by demand in the AI industry, alongside the popularity of the firm's US facilities. A report […]

Read full article at https://wccftech.com/tsmc-eager-to-build-an-independent-chip-supply-chain-in-the-us/

TSMC has decided to prioritize America over all other nations where it is building facilities, as a new report suggests that it is pouring massive funds into, and delaying other projects. TSMC's Second Fab in Japan Is Reportedly Delayed Indefinitely, All Focus Shifted Towards U.S. Facilities There's no doubt that TSMC has seen massive attention when it comes to setting up fabs in America, especially after the coming of the Trump administration. When the Taiwan giant announced investments of more than $100 billion into the U.S., it managed to get the government's attention, and TSMC declared that they have made […]

Read full article at https://wccftech.com/tsmc-has-reportedly-prioritized-setting-up-plants-in-the-us-over-other-region/

The US chip supply chain hasn't entirely achieved self-reliance, as according to a new report, chips made by TSMC Arizona are being sent back to Taiwan for packaging to fulfill massive demand coming from the AI markets. TSMC Doesn't Have Sufficient Packaging Services in The US, Which Is Why It is Flying Wafers to Taiwan Well, air cargo services will be in high demand, particularly in North America, as TSMC is having difficulty getting optimal packaging services domestically. In a report by the Taiwan Economic Daily, it is claimed that due to high demand for chips, TSMC US is flying […]

Read full article at https://wccftech.com/tsmc-arizona-chips-are-reportedly-being-flown-back-to-taiwan-for-packaging/

It seems like TSMC has also managed to see the spotlight in the US since major tech giants are rushing to place orders in the firm's US facilities, creating a massive bottleneck. TSMC's US Fabs Are Completely Booked By Tech Giants As They Prove To Be a Viable Alternative To Business In Taiwan With the global supply chain under tension, companies have resorted to the US industry as a way to secure their trade, and in light of this, the demand for production in the region has soared massively. TSMC capitalized on this by investing $100 billion+ in the area, […]

Read full article at https://wccftech.com/tsmc-us-operations-are-booming-right-now-as-all-fabs-are-reported-to-be-fully-booked/

The Taiwan administration isn't pleased at all with TSMC's global expansion, especially in the US, as they are now pursuing formal law to keep core technology in the country. TSMC Won't Be Allowed To Produce Cutting-Edge Nodes In Foreign Facilities; Taiwan Now Has The Right To Block Deals With the Trump 2.0 administration taking office, we have seen firms like TSMC show huge interest in the region, mainly since the new government is committed to reviving the domestic chipmaking industry. Trump, with his "tariff technique", has managed to attract TSMC to invest over $100 billion in the nation, but the […]

Read full article at https://wccftech.com/taiwan-now-comes-after-tsmc-technology-transfer-attempts/

The US Commerce Department is now scrutinizing semiconductor imports, evaluating the potential in the domestic chip industry, and enforcing export controls. Trump Administration Wants To "Absolutely" Prioritize US Chipmakers; Intel & Others Likely To Benefit From Chip Tariffs Well, under the Trump administration, a priority is set towards making the US self-subsistent on chip production, and recent moves by the likes of TSMC to expand into the nation is a clear example of what the current government envisions. Now, based on a Federal Register filing, it is revealed that the Commerce Department is potentially looking into the uplifting of domestic […]

Read full article at https://wccftech.com/us-launches-a-semiconductor-probe-into-the-feasibility-of-domestic-chip-production/

While Trump's new trade policy will have its benefits, it won't prompt chipmakers to expand into the US since equipment procurement costs are said to grow tremendously. Trump's Newest Tariffs Will Make It Difficult For Chipmakers To See The US As An Alternate Market, But It Will Benefit Domestic Firms Like Intel Chip manufacturing in the US is a venture that is said to be difficult for offshore companies like TSMC, given that it comes with problems such as an immature market, higher operating costs, and inconsistent government policies. One of the objectives of Trump's tariffs is to bring back […]

Read full article at https://wccftech.com/trump-tariffs-would-worsen-the-expansion-of-chipmakers-into-the-us/