US EditionTSMC’s $100bn pledge to Trump will not revive US chipmaking, says ex-Intel chief
- Former Intel CEO Pat Gelsinger, now at Playground Global, critiqued TSMC's plan to invest $100 billion in US chip manufacturing, including new fabrication plants and an R&D center in Arizona.
- Driven in part by Trump's tariff threats, TSMC's investment aims to increase US semiconductor production capacity and insulate US customers, although TSMC's CEO is C.C.
- TSMC's US development will focus on existing process technology, while its core research and development will remain in Taiwan, leading to concerns about true technological leadership.
- Gelsinger argued, "If you don’t have R&D in the US, you will not have semiconductor leadership in the US," emphasizing that manufacturing alone is insufficient and that new technologies are needed to reduce AI costs for widespread deployment.
- While TSMC's investment is expected to create jobs and economic output, some worry it may perpetuate US dependence on foreign-developed technologies and give less incentive for the US to protect Taiwan, as the Taiwanese government is concerned that TSMC is moving too much production away from the island.
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Total News Sources12
Leaning Left1Leaning Right0Center4Last UpdatedBias Distribution80% Center
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80% Center
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C 80%
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