TSMC has announced a $100 billion expansion in the US, raising concerns about Taiwan's leverage against China. While TSMC produces critical semiconductors, its offshoring strategy may dilute Taiwan's geopolitical power. U.S. leaders, including Trump and Biden, have urged for advanced chip production domestically. Despite accusations of industry theft, TSMC's chairman CC Wei stated the expansion is driven by customer demand, and the company plans to keep its cutting-edge technology in Taiwan. Overall investment in US operations now totals $165 billion, with new facilities scheduled to become operational in the coming years.
TSMC's chairman emphasized that their expansion in the US is driven by customer demand, and assured that the most advanced technology will remain in Taiwan.
The investment announcement stated that TSMC's decision to build manufacturing lines abroad is a strategic response to customer needs, not political pressure from the US.
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