TSMC, which announced investment in the US 4 years ago, postpones production schedule day after day… “It seems like they are watching the results of the US presidential election”

by times news cr

“The chips that go into iPhones will now be stamped with ‘Made in America.’”

Apple CEO Tim Cook said this at the equipment introduction ceremony for TSMC’s first factory, the world’s largest foundry, held in Phoenix, Arizona, USA in December 2022. The event, where CEO Cook, President Joe Biden, and TSMC founder Morris Chang toasted champagne glasses, was a symbolic scene of the “semiconductor alliance” between the United States and Taiwan. However, TSMC, which first announced its investment in its first factory in 2020, has not yet produced a single semiconductor in the United States.

TSMC is investing a total of $65 billion (about 86.9 trillion won) in 2020 to build three semiconductor factories in Phoenix. It recently announced that the production period of the first factory will be postponed from 2024 to the first half of 2025. In addition, the second factory has been postponed from 2026 to 2028. According to Taiwan Economic Daily and other sources on the 3rd, the third factory is also expected to start production at the end of 2029.

According to foreign media and the semiconductor industry, the main reasons for the delay in TSMC production are the cultural conflict between the U.S. and Taiwan and the problem of unskilled workers. Some say that TSMC is watching the direction of the semiconductor policies of the two parties ahead of the U.S. presidential election. In particular, Republican presidential candidate Donald Trump indirectly attacked TSMC by saying, “Taiwan took the U.S. semiconductor industry. Taiwan should pay defense costs to the U.S.”

“TSMC has shown a stronger will to produce semiconductors in Taiwan (rather than in the U.S.),” said Professor Yeon Won-ho of the Korea National Diplomatic Academy. “They may have a strategy to receive additional subsidies or support (from the next U.S. president-elect).”

Reporter Jeon Nam-hyeok [email protected]

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2024-09-06 05:03:35

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