Taiwan Semi is speeding up U.S. chip production due to demand, CEO says

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  • TSMC is working to speed up chip production due to “strong interest” from its leading U.S. customers, CEO C.C. Wei said.
  • The company has pledged to invest a total of $165 billion in advanced semiconductor manufacturing in the U.S.
  • TSMC still faces looming uncertainty after U.S. President Donald Trump threatened steep tariffs on Taiwan.

Taiwan Semiconductor Manufacturing Company

CEO C.C. Wei on Thursday said the company is seeing “strong interest” from its leading U.S. customers and is working to speed up its volume production schedule by several quarters.

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TSMC is the world’s largest contract chip manufacturer, and the company has pledged to invest a total of $165 billion in advanced semiconductor manufacturing in the U.S. The company shared updates to its global manufacturing plans during its

second-quarter earnings

call on Thursday.

“TSMC will continue to play a critical and integral role in enabling our customers’ success, while also maintain a key partner and network of the U.S. semiconductor industry,” Wei said on the call.

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As part of its investment in the U.S., TSMC is building six advanced wafer manufacturing fabrication facilities in Arizona, two advanced packaging fabrication facilities and an R&D center.

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Wei said the first fabrication facility in Arizona is already complete, the second has been built and construction is underway at the third.

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The company reported $31.7 billion in revenue for the period, as well as nearly a 61

%

rise in profit year over year, hitting a record high and beating estimates.

U.S. President

Donald Trump

has threatened steep “reciprocal tariffs” of 32% in Taiwan, but the country is carrying out trade talks with the U.S., according to

local media reports

. Trump warned of potential

additional tariffs

on semiconductors earlier this month.

“Looking into second half of 2025, we have not seen any change in our customers’ behavior so far,” Wei said. “However, we understand the uncertainties and risk from the potential impact of tariff policies, especially on consumer-related and the price-sensitive, end-market segment.”


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