台灣半導體製造公司（TSMC）正在使用Ming-Chi Kuo described the shift as a response to economic and policy conditions rather than an operational realignment.
“TSMC’s newly announced US investment plan, unveiled on March 4, 2025, differs from the original by adding $100 billion, cutting one advanced-node fab, and including an extra advanced packaging plant and R&D center,”he stated.
While the fabrication of the most advanced chips will remain in Taiwan, the Arizona site will focus on high-performance semiconductor packaging, supporting AI and cloud computing advancements.
Intel’s Setbacks Reinforce TSMC’s Growing Influence
As TSMC moves forward with its U.S. expansion, Intel continues to face obstacles in its efforts to rebuild domestic semiconductor leadership.
The company’s $28 billion Ohio chip factory, originally expected to start operations in 2025, has been delayed until at least 2030, despite receiving $8 billion in CHIPS Act funding.
The delays highlight Intel’s ongoing production challenges and raise questions about whether federal subsidies alone can accelerate U.S. semiconductor manufacturing.
The setbacks further solidify TSMC’s role in supplying critical chips to American companies, even as Washington attempts to reduce reliance on foreign manufacturers.
U.S.-China Trade Policies Reshape TSMC’s Strategy
Geopolitical tensions are also influencing TSMC’s positioning.在2024年底，公司
隨著美洲和中國之間的貿易障礙的增加，美國公司正在多樣化其供應鏈以減輕潛在的破壞。 TSMC的亞利桑那州設施提供了額外的生產基礎，但台灣仍然是領先半導體製造的中心樞紐。
，而TSMC在U.Smcc穩固其策略生產的作用，以促進他們的其他技術，以促進其其他技術，以促進其其他技術良好的技術越野。蘋果公司正在尋求5000億美元的AI和半導體投資，但該公司在談判CHIPS ACT資金，稅收優惠和政策靈活性的同時已完全推遲。
蘋果與特朗普政府的討論專注於確保稅收中斷的稅收中的稅收減免，以撤銷對AI的限制範圍穩定性會減少對中國製造商的依賴。根據布盧姆伯格的說法，這些政策談判可以決定蘋果在美國半導體基礎架構中是否遵循其計劃的投資。
與此同時
AI驅動的半導體需求正在重塑該行業
AI驅動的半導體需求進一步增加壓力。 Companies deploying large-scale AI models need chips that go beyond conventional processors, pushing firms like TSMC and NVIDIA to develop more efficient AI-specific architectures.
As AI companies look beyond existing cloud service providers, demand for new semiconductor production capacity is increasing.
TSMC’s Arizona advanced packaging facility is expected to play a role in producing high-performance AI chips, reinforcing the company’s strategic importance in this rapidly evolving sector.
Trump Administration’s CHIPS Act Revisions Pressure Semiconductor Firms
As semiconductor investments grow, the Trump administration is refining the CHIPS Act to prioritize domestic production.
Proposed revisions include increased transparency requirements and restrictions on outsourcing, particularly targeting firms that continue relying on Taiwan for high-end chip manufacturing.
Intel has already come under scrutiny for outsourcing part of its processor manufacturing to TSMC in Taiwan, raising concerns about whether federal funding should support companies still dependent on non-U.S. production facilities.
The policy adjustments could force semiconductor firms to reassess their strategies, especially as political pressure mounts to increase domestic manufacturing.
TSMC Expands U.S. Operations Without Undermining Taiwan’s Role
TSMC’s $100 billion expansion in Arizona cements its position as a key player in U.S. semiconductor supply chains, but it does not represent a broader relocation away from Taiwan.
The company has successfully balanced U.S. policy demands while ensuring its most advanced chip production remains in its home country.
With Intel struggling to meet production goals, Apple and OpenAI negotiating investment terms, and CHIPS Act regulations tightening, TSMC remains at the center of a shifting semiconductor landscape.
While its Arizona facilities provide an additional buffer against supply chain disruptions, TSMC continues to lead the industry, reinforcing its global importance in semiconductor manufacturing.
