TSMC is increasing its investments in the United States, while Taiwanese partners are reportedly reducing their investment in China.
Taiwanese media outlets, including the Liberty Times, reported that "Taiwan's semiconductor supply chain companies have initiated a 'de-China' operational strategy following the significant tariff measures after the inauguration of the Donald Trump administration in January this year, leading to TSMC's expansion of overseas market investments."
As uncertainty deepens due to the Trump administration's tightening of semiconductor export controls to China, analyses indicate that corporations in the semiconductor supply chain are taking countermeasures. It is reported that Taiwanese semiconductor equipment manufacturers are devising operational strategies targeting markets in Taiwan, the United States, and Singapore instead of China.
Earlier, Taiwanese media reported that Taiwan's artificial intelligence (AI) related corporations are moving away from China due to rising geopolitical tensions.
Known for her pro-America and independence stance, Taiwanese President Lai Ching-te stated in an interview with a Japanese media outlet last month that she aims to create a "non-red supply chain" not reliant on China, mentioning advanced technologies like semiconductors and AI. The red supply chain refers to a supply chain centered on China, meaning that products previously imported from China are rapidly being replaced with domestically produced alternatives.