In response to the previous news that US Commerce Secretary Lutnick proposed a 50-50 split between Taiwan and the United States in chip manufacturing, Economic Minister Gong Mingxin 8 Japan said that now is the time to expand its global footprint. TSMC has plans to invest in the United States, Germany and Japan, and the government's attitude is that if there are orders that can make money, are safe for national security, and are helpful to the industry, the government will provide assistance. As for the 50-50 issue, in fact, TSMC's head office is still in Taiwan, and the most advanced manufacturing processes are also based in Taiwan. In terms of volume, the largest volume will still be produced in Taiwan.
Gong Mingxin attended the joint meeting of the Legislative Yuan on the 8th, during which the "Special Budget of the Central Government to Strengthen the Resilience of the Economy, Society and People's Livelihood and National Security in Response to the International Situation (2025 to 2027)" will be reviewed. In an interview before the meeting, he stated that economic development is in line with the overall plan. President Lai Ching-te's policy declares, "Based in Taiwan, deployed globally, and marketed around the world." In the past period, the cumulative investment amount of Taiwanese businessmen's return to Taiwan and the three major plans to invest in Taiwan have reached nearly 3 trillion yuan, including TSMC's investment plans in Taiwan. It is time to expand globally.
Gong Mingxin mentioned that at this point in time, TSMC had planned to invest in the United States, Germany, and Japan. The government's attitude was that wherever there were orders that could make money, be safe for national security, and be helpful to the industry, the government would provide administrative assistance or contact the other party through the government. For example, investing in Japan may involve local life, transportation, etc., or some preferential or tax assistance from the central government of the other party. These governments can help.
Gong Mingxin also emphasized that there will not be a 50-50 situation. TSMC plans to invest US$165 billion in the United States and may build six advanced manufacturing plants. However, according to his understanding, TSMC’s layout in Taiwan already has more than a dozen factories, and there may be more. Therefore, in terms of ratio, there will not be a 50-50 situation between Taiwan and the United States.
Gong Mingxin said that the United States has some expectations for local semiconductor development, but the dominance of investment in the United States still lies with TSMC, and TSMC is still in Taiwan. The most advanced manufacturing processes will also be settled in Taiwan. In terms of volume, the largest production volume will still be in Taiwan. In terms of manufacturing, based on past experience and future expectations, Taiwan's factories will still be the most profitable. For TSMC's layout in the United States, Germany, and Japan, the government will provide administrative, financial and other assistance. This is because the industry has orders and expectations.
Further reading: Is the start of Taichung Phase II plant delayed? TSMC: Taiwan investment plans unchanged TSMC's Kaohsiung plant successfully completed trial production of 2 nanometer wafers. Chen Qimai: Very touched Tong Zixian: The 50-50 split for US chips is an election consideration. If it harms Taiwan’s competitiveness, we will oppose it.