TSMC CEO to discuss U.S. investment plans amid trade and market impact
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Taiwan Semiconductor Manufacturing Company (TSMC) CEO is set to hold a press conference at Taiwan’s presidential office at 5:00 p.m. local time (0900 GMT) on Thursday, following the announcement of a $100 billion investment in the U.S. The move, requiring Taiwanese government approval, aligns with Washington’s push for greater semiconductor self-sufficiency but comes amid President Donald Trump’s tariff threats on semiconductor imports.
TSMC’s planned expansion includes the construction of five additional chip fabrication plants in the U.S., positioning the company as a key player in securing America’s semiconductor supply chain. As a dominant contract manufacturer for Nvidia (NVDA), Qualcomm (QCOM), and AMD (AMD), TSMC’s increased U.S. footprint could mitigate geopolitical risks and supply chain vulnerabilities. However, potential tariffs on semiconductor imports could impact global pricing dynamics and investment decisions within the industry.
Taiwan’s cabinet has stated that it will review the investment in compliance with national laws, balancing its potential to enhance Taiwan’s global competitiveness with its domestic economic implications. Any regulatory delays or restrictions could affect TSMC’s capital expenditure plans, already stretched by high demand for advanced node production and geopolitical uncertainty.
Markets will closely monitor TSMC’s stock (2330.TW), which has declined 1.47%, reflecting uncertainty around regulatory approvals and tariff implications. In contrast, Nvidia (NVDA) gained 1.13%, Qualcomm (QCOM) rose 2.61%, and AMD (AMD) edged up 0.91%, as investors welcomed the potential reduction in supply chain risks and the expansion of chip production in the U.S. Broader semiconductor ETFs have also shown resilience, with market participants viewing TSMC’s investment as a long-term stabilizing factor for the industry. The sector’s performance in the coming sessions will depend on additional policy signals from the U.S. administration regarding potential semiconductor tariffs and domestic manufacturing incentives.
TSMC’s planned expansion includes the construction of five additional chip fabrication plants in the U.S., positioning the company as a key player in securing America’s semiconductor supply chain. As a dominant contract manufacturer for Nvidia (NVDA), Qualcomm (QCOM), and AMD (AMD), TSMC’s increased U.S. footprint could mitigate geopolitical risks and supply chain vulnerabilities. However, potential tariffs on semiconductor imports could impact global pricing dynamics and investment decisions within the industry.
Taiwan’s cabinet has stated that it will review the investment in compliance with national laws, balancing its potential to enhance Taiwan’s global competitiveness with its domestic economic implications. Any regulatory delays or restrictions could affect TSMC’s capital expenditure plans, already stretched by high demand for advanced node production and geopolitical uncertainty.
Markets will closely monitor TSMC’s stock (2330.TW), which has declined 1.47%, reflecting uncertainty around regulatory approvals and tariff implications. In contrast, Nvidia (NVDA) gained 1.13%, Qualcomm (QCOM) rose 2.61%, and AMD (AMD) edged up 0.91%, as investors welcomed the potential reduction in supply chain risks and the expansion of chip production in the U.S. Broader semiconductor ETFs have also shown resilience, with market participants viewing TSMC’s investment as a long-term stabilizing factor for the industry. The sector’s performance in the coming sessions will depend on additional policy signals from the U.S. administration regarding potential semiconductor tariffs and domestic manufacturing incentives.