IT Home, July 28th report, over the past few months, TSMC has made large-scale investments in the United States, but its investment scale is still insufficient to meet the huge demand for chips in the United States. Nevertheless, the Trump administration is supporting this chip giant through regulatory measures.
IT Home noted that TSMC's participation in the U.S. chip industry is very high, especially with major investments during the Trump administration. Among them, the factory in Arizona mainly produces advanced process chips, but its capacity cannot keep up with the huge demand in the United States. According to The All-In Podcast, U.S. Treasury Secretary Scott Bessent revealed that the TSMC factory in Arizona currently meets only 7% of the U.S. chip demand. One of the reasons for TSMC's development constraints is excessive regulation.
Bessent said that TSMC plans to establish a massive chip manufacturing system in Arizona, which is expected to produce 7% of the chips needed by the United States. However, the company is facing many issues with local building inspectors. The construction of these chip design factories is extremely fast, often requiring constant adjustments during the construction process. For example, someone might say, "You previously said the pipes should be installed here, not there. We had to pause your project." Such frequent adjustments and regulatory interventions have posed significant challenges to TSMC's project progress.
Bessent also revealed that one important reason for TSMC's chip facilities failing to expand quickly is project delays caused by excessive regulation. Bessent said that TSMC is dealing with "local inspectors," meaning bureaucratic procedures from local regulatory agencies have even set obstacles in the construction of the factory. The Trump administration is focusing on resolving regulatory issues, streamlining processes, and helping TSMC establish a more efficient supply chain in the United States.
TSMC is currently focusing on the U.S. market. In addition to expanding capacity, the company also plans to move the production of cutting-edge chips to the United States, including the most advanced 1.6-nanometer chips. However, given the scale of the U.S. chip demand, TSMC may need several years to build a complete supply chain. For TSMC, the current market competition is extremely fierce, and U.S. customers almost entirely rely on the company rather than choosing domestic Intel wafer plants.
Original article: https://www.toutiao.com/article/7532059739597931035/
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