Proposed Tariffs on Taiwanese Chips Raise Concerns Over TSMC's Role in U.S. Tech Supply Chain

published -

Thursday

06 February, 2025

As TSMC expands its U.S. manufacturing amid proposed tariffs, the delicate balance of the semiconductor supply chain faces new challenges. Can TSMC maintain its competitive edge while navigating these geopolitical tensions and potential disruptions?

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Key Takeaways

TSMC's substantial investment in U.S. manufacturing, including a $12 billion Arizona factory, highlights its commitment to growth.
The company's stock has surged 64% due to high demand from major tech companies for its semiconductors.
Potential tariffs on imported chips could disrupt TSMC's U.S. operations and affect American tech supply chains.
Concerns exist regarding TSMC's reliance on Taiwanese facilities, which may hinder its competitiveness in advanced technologies.
Ongoing geopolitical tensions could pose risks to TSMC's operations and investment viability in the long term.