New Delhi, India – An upcoming investor call on Oct. 16 will likely see TSMC address a controversial 50‑50 semiconductor‑production plan proposed by the US government. Industry expert Liu Pei‑chen said the plan, floated by US Commerce Secretary Howard Lutnick, has already sparked sharp market attention and concerns among investors.
“If the 50‑50 split materialises, TSMC could move a larger share of its advanced chip build‑out to the United States, which would alter its investment plans in Taiwan,” Liu told CNA. “Any contraction in local production could hit Taiwan’s chip industry hard, so the company’s response will matter.”
Lutnick explained that talks with Taiwan centred on the idea of “having us [the U.S.] produce 50 per cent, you produce 50 per cent.” The proposal ties into TSMC’s current U.S. projects, where it has poured $65 billion into three cutting‑edge wafer fabs in Arizona, with the first slated for commercial output in late 2024. A March pledge added another $100 billion for two more fabs, an IC‑assembly plant, and an R&D centre.
Taiwan’s government remains opposed to the 50‑50 split. Vice Premier Cheng Li‑chiun confirmed that the proposal does not have governmental backing. Investors are now watching TSMC’s next steps closely, particularly the timelines for its new facilities in Kumamoto, Japan, and a German fab, which may face delays.
The investor call will also cover the 2‑nanometer process that TSMC plans to roll out later this year. The new technology is expected to drive 2026 revenue growth, with major customers like AMD and MediaTek already lining up for the next‑generation chips. In July, TSMC lifted its 2025 sales‑growth forecast to 30 percent in U.S. dollars, citing robust demand for high‑end chips.
Liu added that the global appetite for AI and high‑performance computing chips could push TSMC to raise its forecast even further during the call. The company’s moves will be watched by investors looking for signs of how the U.S. and Taiwan will share the future of semiconductor production.
Source: aninews
Stay informed on all the latest news, real-time breaking news updates, and follow all the important headlines in world News on Latest NewsX. Follow us on social media Facebook, Twitter(X), Gettr and subscribe our Youtube Channel.
