Why is TSMC keeping its most advanced technology in Taiwan?

TSMC's CFO stated that practical reasons necessitate keeping the most leading-edge technologies in Taiwan for development and maintenance.

How long will it take TSMC to mass-produce new tech in the US?

Even with expedited transfers, TSMC expects it will take at least a year to bring its newest technology abroad for mass production.

What is TSMC's capital expenditure plan for this year?

TSMC plans a record capital expenditure budget of over $52 billion this year to address AI-driven supply constraints.

Home / Business and Economy / TSMC to Keep Advanced Tech Home, Slows US Transfer

TSMC to Keep Advanced Tech Home, Slows US Transfer

16 Jan

•

Summary

TSMC will keep its most advanced chipmaking tech in Taiwan.
US mass production of new TSMC tech could take over a year.
Company plans record $52 billion capital expenditure this year.

TSMC to Keep Advanced Tech Home, Slows US Transfer

Taiwan Semiconductor Manufacturing Co. plans to continue developing and maintaining its most cutting-edge fabrication techniques in Taiwan, citing practical reasons. CFO Wendell Huang indicated that while the company is accelerating the transfer of advanced chipmaking expertise to the US, the newest technologies will remain at home. Mass production of these advanced technologies overseas is anticipated to take at least a year, even with expedited transfers.

The chipmaker, a key supplier to major tech firms, has committed to investing $165 billion to expand its US capacity. This expansion is driven by strong demand, particularly for AI-related applications, prompting TSMC to set a record capital expenditure budget exceeding $52 billion for the current year. The company aims to alleviate AI-induced supply constraints by stepping up its investments.