TSMC(US:TSM) 半导体芯闻·2025-07-07 09:49Core Viewpoint - TSMC's investment in the U.S. will not affect its existing projects in other regions, countering reports from The Wall Street Journal regarding delays in its Japan expansion due to U.S. tariffs [1][2]. Group 1: U.S. Investment and Expansion - TSMC is taking U.S. tariff threats seriously and is reallocating resources to accelerate its investment in Arizona, where a large chip manufacturing center is under construction [3]. - The company has committed to a $100 billion investment to build three additional fabs, two integrated circuit assembly plants, and a research center [6]. Group 2: Japan Expansion - TSMC's first wafer fab in Kumamoto, Japan, began production at the end of last year, while the second fab's construction has been slightly delayed due to local transportation issues [5]. - Although there is no confirmed timeline for the second fab's construction, reports suggest it may face further delays [6]. Group 3: Global Operations - TSMC is also constructing a new fab in Dresden, Germany, which is expected to start production in 2027 [7]. - The company’s global expansion strategy is influenced by various factors, including customer demand, business opportunities, operational efficiency, government support, and overall costs [1].