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TSMC to delay Japan chip plant and prioritize US to avoid tariffs: report
$TSM is delaying construction of its second plant in Japan 🇯🇵 as it shifts funds to U.S. 🇺🇸 expansion ahead of possible Trump tariffs, WSJ reports. The second Japan plant was part of a $20B investment with $8B in Japanese government support. - WSJ
Taiwan’s TSMC has delayed its second Japan chip plant to accelerate a massive expansion in the U.S., including billions in Arizona investments.
TSMC prioritized expansion in the United States and indicated a policy to postpone construction of the second plant scheduled in Japan. This is a huge blow to Japan. The export industry is already tough due to 25% tariffs on automobiles and steel, and expectations that domestic demand will be supported by attracting domestic investment and reviving semiconductors are also fluctuating. It is a situation where both external demand and domestic demand are further weakened.
“TSMC postpones second plant in Japan... expands investment in the US due to Trump's tariff pressure”
Taiwan Semiconductor $TSM is reportedly delaying construction of a second plant in Japan 🇯🇵 partly because it is pouring funds more quickly into U.S. 🇺🇸 expansion ahead of potential Trump administration tariffs - WSJ
$TSM is delaying construction of its second plant in Japan 🇯🇵 as it shifts funds to U.S. 🇺🇸 expansion ahead of possible Trump tariffs, WSJ reports. The second Japan plant was part of a $20B investment with $8B in Japanese government support. - WSJ
This is far from the 1st reports on TSMC's potential delay of 2nd fab in Japan, which previous reporting over past 3 months have cited various reasons, including local regulatory concerns, demand for automotive chip, and of course the marginalize impact of doubling down U.S.
