TSMC's CEO Says US Investment Driven by Customer Demand
TSMC's CEO C.C. Wei announced that the company's expansion in the United States is primarily driven by significant demand from U.S. customers, with production lines already fully booked for the next two years. The company's recent $100 billion investment plan will not detract from its ongoing expansion efforts in Taiwan, where it plans to build 11 new production lines this year to meet rising global demand. This strategic move highlights TSMC's role as a key player in the semiconductor industry while addressing concerns about over-reliance on Taiwan amid geopolitical tensions.
- TSMC's dual approach to investment indicates a balancing act between meeting immediate customer needs and ensuring long-term competitiveness in a rapidly evolving global market.
- How might TSMC's investment decisions affect the broader landscape of semiconductor manufacturing and supply chain dynamics in the coming years?