TSMC’s Global Expansion: Challenges in Semiconductor Competition | Taiwan Talks EP379 - Video

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

Chapters:
00:00:00 – Introduction
00:01:07 – U.S. Provides Subsidies for Chip Manufacturers
00:01:57 – Differing Subsidies Between Chip Manufacturers
00:03:16 – Prospects for TSMC Fabs in Arizona
00:05:46 – TSMC Building Local Supply Ecosystems
00:07:40 – Is Building TSMC Fabs in Arizona Cost-Effective?
00:09:30 – How Is TSMC Addressing Talent Shortages?
00:12:53 – TSMC Expands Operations to Japan and Germany
00:16:49 – Biden Announces Revisions to U.S. Chip Laws
00:18:26 – U.S. and Japan Block Chinese Access to Chips
00:20:21 – China’s Self-Sufficiency in the Semiconductor Industry
00:23:16 – Taiwan’s 2024 Semiconductor Industry Outlook


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