It is believed that TSMC is planning to spend another US$12 billion to build another fabrication plant in Arizona, adjacent to the factory under construction. The second plant is expected to manufacture cutting edge next-generation 3nm chips. TSMC said it has not yet finalized plans.
TSMC is rumored to invest a further US$12 billion to expand production capacity at its 3-nanometer fab in the U.S. Domestic analysts are worried whether Taiwan's semiconductor core technology will be transferred because of this.
Wu Ming-hui, Director, Economic Development Dept., National Development Council: “We are not worried about this. Because the entire supply chain's resilience depends on a company having multinational production bases. We respect they have to diversify some of their investment activities. I don't think this will have an impact on Taiwan's competitiveness as a whole.”
TSMC responded that part of its Arizona wafer fab may be used in the second phase, allowing the company to maintain expansion flexibility, but it has not yet determined the second phase of the U.S. wafer fab. Compared with the rumors of factory expansion in the U.S., the company's 7-nanometer factory in Kaohsiung has been suspended due to the sudden drop in customer orders. The Kaohsiung City Economic Development Bureau stated that the current plans for the two fabs in Nanzi Industrial Park have not changed. According to external analysts, the progress of TSMC's U.S. and Taiwan factory construction has been unsteady. The planning process may be related to diversifying risks.
Wang Jung-hsu, CEO, Marbo Investment Advisors: “TSMC may be diversifying geopolitical risk. News of TSMC setting up factories in foreign countries did not have a negative impact on its share price.”
An analyst said that TSMC's share price on the 10th was affected by the sharp fall in U.S. stocks on the 9th. Its share fell to NT$406 during the session. The upcoming U.S. CPI announcement also affected U.S. and Taiwanese stocks.
護國神山台積電，傳出加碼美國3奈米廠120億美元投資，外界擔心，國內半導體核心技術，會不會因此轉移。
國發會經濟發展處長吳明蕙說道：「目前我們對這件事情是不擔心，因為其實整個供應鏈的韌性，本來就必須要讓一個企業它在做它跨國的這個生產基地，它的一些投資的活動的時候，它本來就必須要多元化，尊重他們。那我覺得這個不見得會因為這樣，對整個台灣的一個競爭力會產生影響。」
台積電回應，有關美國亞利桑那州晶圓廠有一部分可能用在2期廠房，讓建築保持擴張靈活性，但目前還沒確定，美國晶圓廠的2期規劃。相較美國擴廠傳言，台機電在高雄的7奈米廠，卻因為客戶訂單驟減而暫緩。高雄市府經發局表示，目前楠梓產業園區、兩座晶圓廠設置計畫沒變。外界分析，台積電美台建廠進度一消一漲，背後算盤可能和分散布局有關。
萬寶投顧執行長王榮旭表示：「對於台積電公司本身來說，它可以分散地緣政治的一個風險，台積電的一個擴廠，或者是在國外的設置廠房這樣的訊息，對於台積電的一個股價來講並沒有產生負面的一個影響。」
分析師表示，台積電今（10）日股價受到昨天美股重挫影響，導致股價開低走低，盤中持續下滑落到406元，加上美國即將公布CPI，也牽動美股台股震盪格局。