TSMC’s Global Expansion: Challenges in Semiconductor Competition
Under the U.S. CHIPS Act, TSMC has been granted a US$6.6 billion subsidy to build fabs in Arizona. The Taiwanese company has also expanded its operations to Japan and Germany. In this episode of Taiwan Talks, we discuss challenges for TSMC’s global expansion and how these developments will change competition in the industry. Furthermore, we look at international restrictions on Chinese access to advanced chip technology as well as the outlook for Taiwan’s semiconductor industry in the second half of 2024. Our guests are: Marco Mezger - Neumonda Executive Vice President and Chief Operating Officer Tri-Rung Yew - National Tsing Hua University Department of Materials and Engineering Distinguished Professor
