In-Depth Analysis of TSMC’s New Investment Plans in the United States: TSMC stands out as the most successful non-US company in negotiations with the Trump administration
TSMC’s newly announced US investment plan, unveiled on March 4, 2025, differs from the original by adding $100 billion, cutting one advanced-node fab, and including an extra advanced packaging plant and R&D center.This represents a win-win negotiation. The US government clearly knew what it wanted, while TSMC balanced government demands with commercial interests to maximize shareholder value.Though the $100 billion investment seems massive, the lack of details provides the flexibility for spendi...
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