The U.S. Department of Commerce has provided grants and low-interest loans to TSMC to facilitate the construction of TSMC's advanced semiconductor plant in Arizona.
It is the largest foreign direct investment in new U.S. history and is expected to create jobs and produce cutting-edge chips for 5G/6G smartphones, autonomous vehicles, artificial intelligence, and more.
This move reflects the importance that the United States attaches to the semiconductor industry and its sense of competition in the global chip supply chain. However, this may also raise international concerns about competition and technological sovereignty in the semiconductor industry.
At the same time, this move may also cause concern in other countries and regions, thereby intensifying competition in the global semiconductor industry. At the same time, it is also necessary to pay attention to the impact of this move on chip prices and supply stability.
After the completion of TSMC's advanced semiconductor factory in Arizona, it may have the following impact on the global chip supply chain:
- Reshaping the supply chain: TSMC's U.S. factory may prompt its suppliers to build factories in Arizona as well to meet TSMC's demand for 5nm chips in the state, which in turn will bring a new supply chain to the state.
- Formation of industrial clusters: Arizona is a major base for the electronics industry and aerospace industry in the United States, with integrated circuit manufacturers such as Intel, Freescale, NXP, STMicroelectronics, Honeywell, Philips, and Western Digital operating factories in the state.
TSMC may enter Arizona's integrated circuit cluster to form a larger, more complete local ecosystem.
These impacts may lead to the restructuring and optimization of the global chip supply chain, improving the efficiency and quality of chip production. At the same time, it may also intensify the competition in the global chip industry.
The U.S. believes that semiconductors were first invented in the United States, but over time, the current U.S. semiconductor production has dropped from 40% to 10% of the world's total, and it is unable to produce cutting-edge semiconductors.
The U.S. hopes to reverse this trend with the Semiconductor Act, which would subsidize the world's advanced semiconductor companies to invest in the U.S. As a result, the U.S. Department of Commerce has provided grants and low-interest loans to TSMC to attract TSMC to invest in a U.S. factory to produce the world's most advanced semiconductors, enabling the U.S. to produce 20% of the world's cutting-edge semiconductors by 2030.