TSMC US$100bn Investment in Arizona: Some Context

313 Views06 Mar 2025 19:43
​TSMC's expansion plans in the US will result in higher wafer prices due to higher Capex, only 12% of capacity in the US by 2030. Supply security is important, but cost is a factor for customers.
What is covered in the Full Insight:
  • Introduction to TSMC's US Investment
  • Cost Differences: US vs Taiwan
  • Investment Timeline and Uncertainties
  • Impact on Semiconductor Manufacturing
  • Global Customer Dependencies
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