【Taiwanology Ep.46】TSMC, AI, and the Chip War: Can Taiwan Stay Indispensable?
Taiwanology
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TSMC's Strategic Expansion and Global Impact
This chapter examines TSMC's over $100 billion investment in the U.S. in response to escalating demand for semiconductor chips and geopolitical pressures. It highlights the delicate balance TSMC must maintain between its efficient operations in Taiwan and its expanding commitments in the U.S., amid rising competition and national security concerns. The discussion also addresses Taiwan's vital role in the semiconductor industry and the potential implications of this expansion for its future in a rapidly evolving global technological landscape.
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