President-elect Trump’s decisive victory in the 2024 US elections has intensified efforts by Taiwan’s semiconductor giants, particularly TSMC, to establish new manufacturing facilities in the United States. This shift is driven by a growing focus on domestic production, with TSMC’s Arizona plant set to become a key catalyst for further investment in the US semiconductor ecosystem.
Taiwan Semiconductor Manufacturing Company (TSMC) is facing a roadblock in its plans to manufacture 2-nanometer chips overseas due to Taiwan’s strict technology protection regulations. Despite this, TSMC’s U.S. expansion plans remain unaffected, and the company continues to invest heavily in Arizona. However, the ongoing trade tensions between the U.S. and China are adding a layer of complexity to TSMC’s global operations.
Taiwan’s technology protection laws are preventing TSMC, the world’s leading chipmaker, from producing its most advanced 2nm chips outside of Taiwan. The move is intended to safeguard the country’s technological edge, with officials emphasizing the importance of keeping core technology within Taiwan’s borders. While TSMC has plans to manufacture 2nm chips in the US, these plans face restrictions due to Taiwan’s regulations, which limit the production of chips overseas to those at least one generation behind the most advanced nodes produced domestically.
The US election has left Taiwan grappling with a critical question: will the US defend the island nation from Chinese aggression? President-elect Donald Trump’s past comments suggest a less interventionist approach, while his advisors maintain a hawkish stance. Experts weigh in on the potential implications for the Taiwan Strait, a region on the brink of heightened tensions.
Taiwan’s economy is poised for change as President-elect Donald Trump’s proposed tariffs on Chinese goods threaten to disrupt Taiwanese businesses operating in China. The government is preparing to support companies shifting production and navigate the evolving trade dynamics, particularly impacting the critical technology and electronics sectors, including Taiwan Semiconductor Manufacturing Co. (TSMC).
This article argues that the United States should adopt a more assertive stance against China’s increasing aggression in the Indo-Pacific and beyond. It criticizes the Biden administration’s passive response and calls for a shift towards a strategy of deterrence that includes military strength and targeted measures to confront China’s rule-breaking behavior.
China Airlines, a Taiwanese carrier, is on the brink of placing a substantial order for long-haul passenger jets, potentially splitting the order between Boeing and Airbus. This decision comes amidst heightened political tensions following the US presidential election and could significantly impact the aerospace industry.
Taiwan Semiconductor Manufacturing Co (TSM), the world’s largest chipmaker, is facing growing pressure from Taiwan’s surging electricity prices. This shift could impact the semiconductor industry as the rising costs threaten TSMC’s production capacity and competitiveness. The article explores the implications of these rising energy costs and the potential challenges for TSMC.
Typhoon Kong-rey, the strongest storm to hit Taiwan in nearly three decades, caused widespread disruptions, including flight cancellations, power outages, and reduced rail services. TSMC, the world’s largest contract chipmaker, experienced a slight stock decline due to the storm’s impact, but its operations remain unaffected. The typhoon’s massive size and strong gusts caused significant damage across the island.
Taiwan’s United Microelectronics Corp (UMC) reported a 6% year-on-year revenue increase in the third quarter, exceeding analyst expectations. The company sees demand stabilizing and inventory levels decreasing, but faces potential challenges from geopolitical tensions and a declining gross margin. UMC’s stock performance has been volatile, impacted by analyst downgrades and Donald Trump’s recent comments.
