TSMC's US Expansion and Semiconductor Industry Dynamics

The chapter explores TSMC's $65 billion investment in US plants with government support, emphasizing the advanced technology used. It discusses challenges faced in US construction compared to other countries, showcasing the strategic investments and grants from the US to attract tech giants like TSMC. The conversation delves into the global semiconductor industry, focusing on the need for skilled tech workers, labor costs, and the competitive landscape among companies like TSMC, Samsung, and ASML.