TSMC(US:TSM) 智通财经网·2025-05-31 06:43Core Viewpoint - TSMC is evaluating the construction of a large chip manufacturing facility in the UAE, leveraging advanced technology, with discussions ongoing with U.S. officials, but the project requires Washington's approval to proceed [1][2][3] Group 1: Project Details - The proposed facility is a "gigafab" complex consisting of six chip factories, larger than TSMC's existing project in Arizona, but total construction costs in the UAE remain unclear [1][2] - TSMC's previous investment plan for the Phoenix, Arizona project was $165 billion, which includes R&D and chip packaging infrastructure [1] Group 2: Strategic Importance - The UAE project aims to capitalize on AI chip manufacturing amid the region's push for AI development, with TSMC being a critical player in the global chip supply chain [2][3] - TSMC's dominance in advanced chip manufacturing, particularly in 5nm and below processes, positions it as a key supplier for major U.S. tech companies like Apple, Qualcomm, and NVIDIA [2][3] Group 3: Political and Economic Considerations - U.S. officials express concerns about national security and economic implications of TSMC's expansion into the Gulf region, particularly regarding the potential impact on domestic investments [2][5] - The Biden administration previously showed openness to the project under strict conditions, but discussions stalled before the end of its term [3][4] - The Trump administration is now attempting to revive the project as part of broader AI cooperation discussions, although skepticism remains among some officials [4][5]