TSMC announced a further $100 billion investment into the US with Trump, on top of $65 billion pledged for three plants. Diversifying chip production works for TSMC too, with China repeatedly threatening to take control of the island.
But both TSMC and Samsung have faced challenges with their investments, including surging costs, difficulty recruiting skilled labour, construction delays and resistance from local unions.
"This isn't just a factory where you make boxes," says Marc Einstein, research director at market intelligence firm Counterpoint. “The factories that make chips are such high-tech sterile environments, they take years and years to build.” Read More
Author
Team Counterpoint
Counterpoint research is a young and fast growing research firm covering analysis of the tech industry. Coverage areas are connected devices, digital consumer goods, software & applications and other adjacent topics. We provide syndicated research reports as well as tailored. Our seminars and workshops for companies and institutions are popular and available on demand. Consulting and customer
Related Research
Apr 15, 2025
Apr 14, 2025
Apr 14, 2025