It was a whirlwind of news on the price front and Taiwan avoided price For the moment. But the time of a commitment of $ 100 billion per TSMC to build flea manufacturing factories in the United States may have helped.
Taiwan Semiconductor Manufacturing Co. is the largest flea manufacturer in the world, but most of its tokens are made in Taiwan. Donald Trump announced on Monday at a press event that TSMC would invest at least $ 100 billion in flea manufacturing factories in the United States Acroos over the next four years.
TSMC already builds new factories in Arizona according to a previous commitment of $ 65 billion, and now additional money will finance the construction of more factories in Arizona, said CC Wei, CEO-director of TSMC, during the Briefing. All of this will support the production of AI fleas, he said.
“I think it has already helped Taiwan to avoid prices. I have no doubt that there was a political influence in this decision, “said Jim McGregor, flea analyst at Tirias Research, in a message to Gamesbeat.
TSMC also received $ 6.6 billion in chips and science act subsidies, a bipartite agreement concluded during Biden administration to stimulate national semiconductor production. Now TSMC plans to invest $ 165 billion in flea factories in the United States
But the big question is how many jobs it can create. TSMC had to put many of its Taiwan engineers to put the new fleas at speed in terms of quality. The United States was the cradle of the semiconductor industry, but it no longer necessarily has the talent of engineering because so much production moved abroad.
“I believe that the TSMC was faced with prices of 50 to 100% and had to make a choice between this and an increase in American investments,” said Patrick Moorhead, analyst at Moor Insights & Strategy. “Although I don’t think the prices are zero, they will be much lower, and I don’t think that TSMC will spend as much as a gradual way as what is implicit. “”
The new investment has total TSMC investments in the American flea industry at around 165 billion dollars, Trump said. Intel has also received more than $ 2 billion via chips and science ACT and is committed to investing massively in American manufacturing. But Intel has been struggling in recent years in competition with TSMC.
Trump had threatened to bring prices Against Taiwan earlier, but he retained himself when he announced prices on China, Mexico and Canada. Apple also said that it would invest more than $ 500 billion in American manufacturing for its products.
TSMC has not given a delay for newly announced investments, but he said that it would add 40,000 construction jobs over the next four years. Companies like NVIDIA, AMD and Qualcomm are among the major TSMC customers.
THE Consumer technology association (CTA) said prices will harm American consumers, reducing their purchasing power by $ 90 billion to $ 143 billion. THE Entertainment software association also expressed his concern about prices. The CTA declared during the assets that the prices offered could increase the prices of laptops and 46%tablets, 40%game consoles and 26%smartphones.
