Taiwan Semiconductor to announce $100-billion investment in U.S. chip manufacturing plants

Core Viewpoint - TSMC is set to invest $100 billion in U.S. chip manufacturing over the next four years, supporting the Trump administration's goal of establishing the U.S. as an AI hub [1][2]. Group 1: Investment and Expansion - TSMC has committed $12 billion in 2020 to build its first U.S. chip factory in Arizona, which has since expanded to a total investment of approximately $65 billion with the addition of a third factory [4]. - The company has received U.S. government support, including a $6.6 billion subsidy from the U.S. Commerce Department [4]. Group 2: Strategic Partnerships - TSMC supplies semiconductors to major companies like Nvidia and Apple, which are involved in artificial intelligence applications, aligning with the U.S. government's AI initiatives [2]. - The investment is part of a broader multibillion-dollar AI infrastructure project announced by Trump in collaboration with Oracle, OpenAI, and Softbank [2]. Group 3: Political Context - The Trump administration has previously accused Taiwan of stealing U.S. chip manufacturing business and has implemented tariffs on semiconductor imports [3]. - TSMC's finance chief expressed confidence that the new administration would continue to support the company's ambitions in the U.S. [3].