Not time to worry about TSMC’s reported expansion in US: ExpertsStaff writer, with CNASpeculation surrounding Taiwan Semiconductor Manufacturing Co.’s (TSMC, 台積電) potential expansion in the US should not be overinterpreted, as structural and economic constraints mean such moves are unlikely to weaken Taiwan’s central role in advanced chipmaking in the near future, experts said. The logo of Taiwan Semiconductor Manufacturing Co is pictured at the company’s earnings conference in Taipei yesterday. Tech commentator Owen Lin (林宏文) said TSMC’s US investments have always been long-term in nature. TSMC yesterday projected its capital expenditure at between US$52 billion and US$56 billion this year, up 27-37 percent from US$40.9 billion last year. About 60-80 percent of the spending will go toward advanced process development, TSMC chief financial officer Wendell Huang (黃仁昭) said.

Source: Taipei Times January 15, 2026 16:05 UTC