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Donald Trump Does not take care of your effort with TSMC. During the electoral campaign the current US president said on several occasions that he was determined to make the decisions that were appropriate so that the country that now governs Recover the leadership of the semiconductor industry. Untilly entered the 80s of the last century, it had some of the most robust companies in this sector, such as Intel, Texas Instruments, IBM or Motorola, but little by little it was giving control of a market that Now it is in Asia’s hands.
TSMC currently has a global fee of approximately 60% and manufactures avant -garde chips for many US companies, such as Apple, Nvidia, AMD, Broadcom or Qualcomm, among others. This Taiwanese company has factories in the US, such as the Phoenix (Arizona) plant that is about to start the large -scale production of Integrated 5 nm circuits In the N4 lithographic node, but a good part of the semiconductors that he gives to their American clients leave their Taiwan plants.
Donald Trump wants to end this strategy. This statement He did it on January 27, a few days after returning to the White House and starting his second presidency: “In the very close future we will impose tariffs on foreign production of computer chips, semiconductors and pharmaceutical products to return the manufacture of these essential goods to the US (…) went to Taiwan; now we want you to return. We do not want to give them billions of dollars Biden.
Tariff up to 100% to TSMC are still on the table
The stir that has triggered The tariff strategy of the US government throughout the planet during the last week is not precedents. But in terms of integrated circuits in general, already TSMC in particular, Donald Trump has not modified his least. The statement you have made Just a few hours ago during an event of the National Republican Committee of Congress, it places TSMC again in the Center for Care despite the planning to build several more plants in Arizona in the medium term.
“If they do not build their plant here they will pay a great tax. Maybe 25%. Or 50%. Or 75%. Or even 100%”
“I did not give TSMC money. It is a great company. The most powerful in the world. The largest chips company on the planet (…) is spending 200,000 million dollars in Arizona by building one of the largest plants in the world. All that without money (USA). All I did was: ‘If they do not build their plant here they will pay a large tax. Maybe 25%. Or 50%. Or 75%. Or even 100%“, Donald Trump has argued. It is evident that the goal of having forced TSMC is being pointed out to settle in Phoenix with the purpose of producing avant -garde chips in the US in the US in the US already manufactured to those already manufactured in Taiwan.
Trump does not strive in the least to take care of forms. His statements, that of January and yesterday, threatenly threaten TSMC. As I mentioned a few lines above, the first plant of this company in Phoenix is about to manufacture large -scale chips, but its plan does not end here. The second factory will be operational in 2028 and will produce integrated circuits in N3 (3 Nm) and N2 (2 Nm) nodes. And finally, the third factory will not be listed at all until the end of this decade and will produce chips in the N2 (2 nm) node. In addition, the TSMC production infrastructure in Arizona will have two advanced chip encapsulated facilities and an R&D center. At the current situation it is unlikely that this company renounces this project.
Image | TSMC
More information | Reuters
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