Taiwan allowing TSMC to build 2nm abroad. Just in time for earnings
Posted: Jan 14, 2025
- TSMC has been cleared by the Taiwanese government to produce 2nm chips abroad, lowering the country's 'Silicon Shield'
- Previously, TSMC was prohibited from making chips using its latest process technologies outside Taiwan
- TSMC plans to build factories in the U.S. to serve its U.S. customers, with a 2nm-capable fab expected to come online by the decade's end
- Taiwan's government has updated its stance, allowing businesses to decide on technological advancements and market opportunities
- TSMC is currently producing chips on 4nm-class technologies in Arizona, with plans for 3nm-class chips in 2028
- Taiwan's strong technological capabilities are expected to minimize the impact of shifts in U.S. trade policies under Donald Trump
- TSMC may export its 2nm-class manufacturing process to its U.S. facilities, with capacity for various fabrication processes in the next few years
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