Taiwanese companies have indicated a policy of accelerating overseas investment against a backdrop of growing demand for AI computing infrastructure and concentrating resources on contract manufacturing facilities in the United States. They are also expected to develop materials and assembly facilities in Southeast Asia, with TSMC the leading investor in the United States.
Taiwanese companies are accelerating overseas investment against a backdrop of growing demand for AI computing infrastructure. They have indicated a policy of moving quickly to build supply chains and concentrate resources on contract manufacturing facilities for semiconductors and servers in the United States, while also developing facilities for the assembly of materials and semiconductors in Southeast Asia.
TSMC is the leading company driving investment in the United States and is said to have announced an additional investment of $100 billion in July. This is intended to strengthen production capacity in the United States and underscores efforts to address tight supply and demand conditions in AI infrastructure.
Outside the United States, plans are also said to be in place to expand facilities in Southeast Asia, and supply-chain diversification and stronger local production capabilities are expected to advance.