TSMC's $165bn U.S. expansion push: 'Inevitable' but risky
March 26, 2025
Eddie Han, research director at Isaiah Research, said establishing a major R&D center overseas to improve manufacturing brings the risk of indirect technology transfers, which could impact Taiwan's semiconductor industry in the long term. "TSMC's massive investments on advanced nodes in the U.S. would also magnetize the investment flows of Taiwanese chip ecosystem suppliers," Han told Nikkei Asia.
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