Statistics reveal that Taiwan Semiconductor Manufacturing Company (TSMC) plans to invest an additional $100 billion in advanced manufacturing plants in the US. Despite this significant investment, former Intel CEO Pat Gelsinger believes it will not help the US regain its global lead in chipmaking. Gelsinger emphasizes that all of TSMC’s research and development (R&D) remains in Taiwan, with no plans announced to relocate it to the US. He argues that without R&D in the country, the US cannot achieve semiconductor leadership. Additionally, Gelsinger notes that tariff threats from the Trump administration have incrementally benefited the US by encouraging chip manufacturers like TSMC to establish facilities there. These statistics and insights highlight the complex dynamics at play in the global semiconductor industry.
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