TSMC has reportedly shifted its focus to the United States, making it the top priority for its new semiconductor plants. According to a recent report, the Taiwanese chipmaker is dedicating significant resources to its U.S. 
operations, even at the cost of delaying projects in other countries, including Japan. This decision is largely influenced by concerns over potential tariffs imposed by former President Trump, which could reach up to 100% on Taiwanese chips.
The company’s $100 billion investment in the U.S. has raised eyebrows, drawing attention from both the U.S. government and global tech companies. Firms like NVIDIA, Apple, and Microsoft have all shown a strong preference for having their chips produced on U.S. soil, with TSMC’s Arizona facility currently at full capacity. The facility in Arizona is the only one outside of Taiwan currently producing the latest cutting-edge semiconductor nodes, with plans to scale up to 1.4nm by the end of the decade.
The decision to prioritize the U.S. is seen as a strategic move to secure ongoing demand and sidestep the risks posed by tariffs on imports. This shift comes after pressure from the Trump administration, whose “Made in the USA” narrative has influenced companies like TSMC to adjust their global strategies. While TSMC’s operations in Japan and Germany have been delayed or put on hold, the U.S. remains central to its future growth.
Despite the geopolitical implications, the move reflects the growing importance of the U.S. in the semiconductor industry. TSMC’s expanded presence in the U.S. may signify a long-term shift in global semiconductor manufacturing, with the country positioning itself as a major player in the industry’s future.