Chip, why Tsmc increases investments in America
Tsmc, the Taiwanese semiconductor giant, will increase investments in the United States by 60 percent, bringing them to 65 billion dollars and announcing its intention to produce advanced two-nanometer chips.
Taiwanese semiconductor giant TSMC has announced a significant increase in its investment in the United States to $65 billion, with plans to produce 2-nanometer chips. This 60% increase over previous plans includes the construction of a third factory in Phoenix, Arizona, in addition to the two already in the pipeline.
This expansion comes under the Chips and Science Act of 2022, with TSMC receiving a $6.6 billion grant from the federal government, positioning it to be a major player in the manufacturing of the most advanced semiconductors in the US, with the goal to reach 20% of global production of such chips by 2030.
THE ROLE OF TSMC IN THE US-CHINA TECHNOLOGICAL CHALLENGE
TSMC's expanded investment in the United States represents a significant chapter in the technological and geopolitical competition between Washington and Beijing, particularly in the crucial semiconductor sector. This move, supported by the Chips and Science Act, not only aims to strengthen US self-sufficiency in the production of advanced semiconductors, but is also a clear strategy to reduce dependence on Asian supplies, in a period of growing tensions with China .
TSMC's decision to expand its manufacturing presence in the United States should be seen as a response to American national security concerns and as an attempt to position itself favorably towards policies focused on the relocation of critical supply chains. At the same time, it strengthens the bond between Taiwan and the United States, cementing the island's position as a key player in the semiconductor industry globally, despite being under constant threat of political and military pressure from China.
THE GEOPOLITICS OF MICROCHIPS
This development highlights the growing geopoliticization of the semiconductor industry, with the United States seeking to secure a leadership position in the production of key technologies of the future. The collaboration with TSMC is a crucial element in this strategy, offering a competitive advantage not only in economic but also strategic terms, given the importance of semiconductors in emerging technologies and defense.
WHAT WILL CHINA DO?
China's response to these developments will be crucial, as it may seek to accelerate its efforts to achieve self-sufficiency in semiconductors, further increasing technological competition between the two superpowers.
This is a machine translation from Italian language of a post published on Start Magazine at the URL https://www.startmag.it/innovazione/tsmc-investimenti-stati-uniti-65-miliardi/ on Tue, 09 Apr 2024 13:41:35 +0000.