It was a hurricane of news about the Tariffront and Taiwan avoided Tariff currently. However, the timing of a TSMC commitment of 100 billion US dollars for the construction of chip manufacturing systems in the USA may have helped.
Taiwan Semiconductor Manufacturing Co. is the biggest chip maker in the world, but most of his chips are made in Taiwan. Donald Trump announced on Monday in a press event that TSMC would invest at least 100 billion US dollars in chip production systems in the USAcroos over the next four years.
TSMC is already building new factories in Arizona on the basis of a previous pledge of $ 65 billion, and now the additional money will finance the construction of other factories in Arizona, said CC Wei, chairman and CEO of TSMC, during the briefing. Everything will support the production of AI chips, he said.
“I think Taiwan has already helped to avoid tariffs. I have no doubt that this decision had a political influence, ”said Jim McGregor, chip analyst at Tirias Research, in a message to Gamesbeat.
TSMC also received grants of 6.6 billion US dollars from the chips and science act, an overpartery agreement that was achieved during the bidges to increase the domestic and half -lever production. Now TSMC is planning to invest 165 billion US dollars in chip factories in the USA
But the big question is how many jobs can do. TSMC had to transmit many of his engineers from Taiwan to update the new chips in terms of quality. The United States was the birthplace of the semiconductor industry, but it is no longer necessarily the technical talent because there was so much production off the coast.
“I believe that TSMC was faced with 50-100% tariffs and had to make a choice between this and increased US investments,” said Patrick Moorhead, analyst at Moor Insights & Strategy. “Although I don’t think the tariffs will be zero, they will be much lower, and I don’t think TSMC will spend as much incrementally as it is implied. “
The new investment brings the total investment of TSMC into the US chip industry to around 165 billion US dollars, said Trump. Intel has also received more than 2 billion US dollars via the chips and science act and has undertaken to invest heavily in the US production. But Intel has had a hard time being competitive with TSMC in recent years.
Trump had threatened to bring tariffs Against Taiwan earlier, but he held back when he announced tariffs in China, Mexico and Canada. Apple has also announced that it will invest more than 500 billion US dollars in the US production in production.
TSMC did not give a time frame for the newly announced investments, but said that it would add 40,000 building jobs in the next four years. Companies such as Nvidia, AMD and Qualcomm are among the large customers of TSMC.
The Consumer Technology Association (CTA) said that tariffs violate American consumers and reduce their purchasing power by $ 90 billion to $ 143 billion. The Entertainment software association also said concerns about tariffs. During the CES, the CTA stated that the proposed tariffs could increase the prices for laptops and tablets by 46%, game consoles by 40%and smartphones by 26%.
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