TSMC forced to shift 40% of its capacity to US production, Jensen Huang expresses pessimism, stating it's "very difficult."
On March 19th, according to Kuaikeji, under pressure from the United States, TSMC has continuously increased its investments in the US in recent years, with committed investments reaching $165 billion. However, the US believes this is still insufficient. In the future, TSMC may not only have to add another $100 billion to $200 billion in investment but could also be forced to transfer 40% of its production capacity to the US, a goal previously revealed by US Commerce Secretary Gina Raimondo. The production capacity TSMC transfers will not be outdated or mature processes; it will inevitably be advanced processes. The factories currently in mass production in the US are already using 4nm technology. Future transfers will only involve 3nm, 2nm, and the yet-to-be-mass-produced A16 and A14 processes, which is tantamount to hollowing out TSMC. Regarding this US objective, NVIDIA CEO Jensen Huang also responded at the GTC conference, stating that transferring 40% of production capacity to the US is "very difficult" and that the global supply chain will still rely on tech companies like TSMC for some time to come. (Dongxin News Agency)
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