[J.JTimes] "TSMC's $100 billion investment plan in the US lacks specificity"

@J.JTimes
Hello. Taiwan's TSMC, the world's largest foundry, announced that it will invest $100 billion in the United States. However, there are criticisms that the plan lacks specificity.

On the 3rd of last month, TSMC Chairman Wei Zhao held a press conference with President Donald Trump at the White House and announced that they would invest $100 billion in semiconductor manufacturing plants in the United States over the next four years.

President Trump welcomed this announcement, saying, "The world's most powerful AI semiconductors will be made right here in the United States, and a significant portion of them will be made by TSMC."

However, the Financial Times (FT) pointed out that TSMC's investment plan lacks specific details. Detailed information on how the investment funds will be used and the speed of execution has not been disclosed.

This uncertainty is increasing investor concerns, and TSMC's stock price has fallen by about 26% from its high in January.

TSMC also announced that it would invest $12 billion in Arizona in 2020 to build a semiconductor plant, and later expanded the investment to $65 billion. But the $100 billion investment plan lacks specific details and is failing to gain investor confidence.

It is interesting to see how TSMC's announcement of a large-scale investment will affect the US semiconductor industry. Attention is focused on whether the details of the future investment plan will be disclosed and how the market will react accordingly.

Видео [J.JTimes] "TSMC's $100 billion investment plan in the US lacks specificity" канала J.JTimes
TSMC, US semiconductors, Trump, Wagerza, AI semiconductors, investment risk