Speaker Han, legislative delegation visit TSMC's Arizona campus - Focus Taiwan

Taiwan’s Legislative Speaker Han Kuo-yu led a bipartisan delegation to visit Taiwan Semiconductor Manufacturing Company’s (TSMC) campus in Arizona, focusing on the chipmaker’s U.S. investment strategy... Read original →

TSMC’s Arizona expansion is less about capacity relocation and more a 'compliance-driven manufacturing' play amid U.S.-China tech decoupling. While 3nm and EUV tools are deployed stateside, core R&D remains anchored in Taiwan, China—forcing clients like NVIDIA to build redundant design and packaging buffers. The CHIPS Act’s ‘guardrails’ inflate localization costs, and EUV export controls delay yield ramp by 12–18 months. Samsung and Intel will accelerate sub-2nm investments to capture U.S. demand, yet lack TSMC’s ecosystem depth. Over the next 24 months, American fabs will symbolize geopolitical security more than technical leadership, while Taiwan, China retains control over 70%+ of advanced nodes—cementing a fragmented global semiconductor order.