US EditionTSMC Investor Conference Expected to Address US '50-50' Chip Idea: Expert
Taiwan and TSMC oppose relocating 50% of chip production to the U.S. due to economic, regulatory, and strategic challenges, despite TSMC’s $165 billion Arizona investment.
6 Articles
6 Articles
The limits of Taiwan’s 'silicon shield'
US Secretary of Commerce Howard Lutnick brought new attention to Taiwan’s “silicon shield” in a September 28 interview, during which he said Taiwan should move half of its world-leading semiconductor manufacturing capability to the United States. Taiwan produces 60% of the world’s semiconductors and 90 of the most advanced chips – not to mention that the industry accounts […] The post The limits of Taiwan’s ‘silicon shield’ appeared first on Asi…
Taiwan Rejects 50–50' Chip Production Demand, Ming-Chi Kuo Explains Real Bottleneck Lies In America's Labor And Regulation, Not TSMC - Intel (NASDAQ:INTC), Taiwan Semiconductor (NYSE:TSM)
Analyst Ming-Chi Kuo said the Trump administration's proposed "50–50" U.S.-Taiwan chip production plan is unrealistic and misdirected, arguing that America's real semiconductor bottleneck lies in its own labor shortages, regulations, and infrastructure—not Taiwan or TSMC.
TSMC investor conference expected to address US '50-50' chip idea: Expert
According to a report by Focus Taiwan, Liu Pei-chen, a researcher at the Taiwan Institute of Economic Research (TIER), told CNA that US Commerce Secretary Howard Lutnick's remarks about achieving a 50-50 production split between Taiwan and the United States have drawn significant market attention and raised concerns among investors.
The latest proposal by the U.S. Secretary of Commerce, Lutnick, has generated more confusion than clarity at a time when precisely the latter is needed. At the end of September he publicly asked Taiwan to commit to a 50-50 agreement, that is, that half of the chips needed by the U.S. should be manufactured in Taiwan and the other half within its own territory. It aims to raise U.S. self-sufficiency above 40% before leaving office, but... The rea…
Taiwan Resists U.S. Pressure to Relocate Half of Its Chip Production
Taiwan will not accept a proposal from Washington to locally manufacture half the chips it currently supplies to the U.S., the island’s top trade negotiator said. Speaking to reporters on Wednesday as she returned from trade talks in the U.S., Vice Premier Cheng Li-chiun said that the proposal for a “50-50” split in semiconductor production was not even discussed. Cheng’s remarks contradict a statement from U.S. Commerce Secretary Howard Lutnick…
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