
TSMC’s US$165 billion planned investments in the US state of Arizona is taking off, encouraging its Taiwan business partners to follow in its footsteps. A clear indicator being that the upcoming Semicon West will be held in Arizona, Phoenix for the first time in around five decades. In Taiwan, TSMC stocks also rallied on Tuesday to yet another record-high.
TSMC so far intends to invest a total of US$165 billion in the US, which is over NT$5 trillion. The massive FDI has mobilized its suppliers to follow suit. That, coupled with US President Donald Trump’s sticks-and-carrots approach of subsidies for key industries and tariffs for foreign countries, incentives are being created for Taiwan businesses to invest in the US.
Simon Wang
TAITRA president
Taiwan and the United States share close and mutually beneficial relationship. Our industries complement each other.
Karin Lang
AIT Acting Director
It is really hard to overstate the importance of trade with Taiwan. [It] will expand not only TSMC’s capacity and operations but will really deepen the overall partnership between the United States and Taiwan.
Taiwan became the US’ 7th-largest trading partner in 2024, with bilateral trade reaching US$16.86 billion for a 24.2% annual growth. On Tuesday, Taiwan’s foreign trade council TAITRA held its annual US Business Day to promote bilateral trade and investment, and up to 17 US state offices were present at the event.
AIT Acting Director Karin Lang appears to light up when she passes by Arizona’s spot. She mentions having met with a delegation from Arizona at Semicon Taiwan earlier this year. TSMC’s investments in Arizona is putting the desert state on the map.
Steve Hsu
Arizona-Taiwan Trade & Investment Office
A great milestone was reached between 2024 and 2025. Then, TSMC only had one fab in Arizona, so their suppliers weren’t ready to invest just yet. But if there’s going to be 8 fabs in the future in Arizona, then suppliers will have to make a quick decision. We’ve convinced many TSMC suppliers to invest in Arizona. You can see very clearly this year that the entire supply chain of TSMC is getting in on the action.
The Arizona trade official mentions that Semicon West will be held for the first time in the state capital Phoenix this October, whereas past editions, for around five decades, has always been held in San Francisco, California. He says it’s an indicator that TSMC has successfully built a semiconductor ecosystem in Arizona.
Steve Hsu
Arizona-Taiwan Trade & Investment Office
It’s really a huge turning point. In the next six years, it will be held alternately in San Francisco and Phoenix. After the six years have passed, it’ll basically only be held in Phoenix. You’ll see a huge agglomeration effect here.
It’s also rumored that 15 of TSMC’s US-based clients have now begun designing 2nm chips, predominantly used to power AI. Signs of TSMC playing a leading role in the US has brought the price of its shares to a record-high NT$1,340, up NT$45 from the day prior.
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美國總統川普推動製造業回流美國,加上台積電今年宣布擴大投資亞利桑那州,形成半導體聚落。台廠供應鏈看到商機,前往當地考察之外,美國半導體展十月也將移到鳳凰城舉辦,這是50年來第一次。亞利桑那州代表表示,可見台積電的投資效應,有多大。
台積電到美國設廠,共投資1650億美元,超過5兆台幣,也帶動供應鏈前往。尤其,川普大力推動,製造業回流美國,還祭出關稅措施,台廠加速赴美。
[[貿協秘書長 王熙蒙]]
“台灣和美國共享,密切和互利的關係,我們的產業相輔相成。”
[[AIT代理處長 梁凱雯]]
“實在無法誇大,美國與台灣貿易的重要性。台積電擴大投資,不只增加它的產能和營運,也確實深化整體台美關係。”
去年台灣已躍升為,美國第7大貿易夥伴,雙邊貿易1586億美元,成長24.2%。貿協特別舉辦美國商機日,邀請買家來台參與,17個駐台辦事處也來擺攤。
來到亞利桑那州辦事處,氣氛特別熱絡,台積電擴大投資,為台美貿易,帶來巨大貢獻。
[[亞利桑那駐台貿易投資辦事處處長 徐竹先]]
“2024年跟2025年,是一個很大的分水嶺。(台積電)只有一個廠,其實他們(供應鏈)還不適合他們去投資,當未來有8個廠在這個地方的話,那基本上,他們就必須立刻做下決定了。說服了很多的(台積電)它的供應鏈的供應商,它的供應鏈今年我們看到,很明顯的,台積電的供應鏈都動起來了。”
處長透露,美國半導體展Semicon West一直都在舊金山舉辦,十月移師鳳凰城,是50年來第一次,代表台積電已在當地,建立起半導體生態系。
[[亞利桑那駐台貿易投資辦事處處長 徐竹先]]
“是一個很大的一個重要的轉捩點,未來6年會輪流在舊金山跟鳳凰城之間舉辦,那6年之後,基本上就會在鳳凰城了。這裡面會看到,一個很大的群聚效應。”
台積電帶動台美投資,最近也傳出15個客戶投入二奈米設計,也反映AI需求熱烈,激勵台積電週二收盤股價,大漲45元,來到1340元新天價。
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