TSMC Big Gamble to Power Trumps US Chip Comeback

Caixin Media leader Xie Jinhe says TSMC can help America become great again through working with President Trump. He shared this view on Facebook, where he discussed market reactions to new tariffs. Xie believes Taiwan will play a major part in Trump's plan to grow US manufacturing.

Trump praised TSMC last month when they announced $100 billion in additional investments in America. He called them the world's biggest chip maker. Earlier, Trump had threatened TSMC with a 100% tax unless they built plants in America. Their newest 3-nanometer chips still come only from Taiwan factories.

Xie thinks the tariff pause lets Trump check relationships with countries, which prevents China from finding allies during trade disputes. Taiwan companies supply many parts needed for making chips. Without local suppliers, TSMC pays more to make chips in Arizona and must ship some chips back to Taiwan for packaging.

The media boss warns that growing fights between America and China might end global trade. This could split technology into separate worlds. TSMC sits at the center of chip supply chains that many tech companies depend on worldwide.
 

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