technology

TSMC Seeks Narrower Tech Gap in US, Taiwan Fabs

15 Ocak 2026Bllomberg

🤖AI Özeti

TSMC's CFO Wendell Huang has expressed confidence in the ongoing demand for AI, following the company's significant profits in the fourth quarter of 2025. The chipmaker is focused on reducing the technology gap between its operations in the US and Taiwan by transferring advanced chipmaking expertise to the US. However, TSMC plans to continue developing its most advanced fabrication techniques in Taiwan.

💡AI Analizi

TSMC's strategy to bridge the technology gap reflects a broader trend in the semiconductor industry where companies are increasingly looking to localize production capabilities. This move not only aims to meet rising AI demand but also addresses geopolitical concerns surrounding supply chain dependencies. By retaining cutting-edge processes in Taiwan while expanding capabilities in the US, TSMC is positioning itself to balance innovation with strategic risk management.

📚Bağlam ve Tarihsel Perspektif

The semiconductor industry is experiencing a transformative period driven by AI advancements, with companies like TSMC at the forefront. As competition intensifies, the ability to innovate and produce high-quality chips efficiently is critical. TSMC's dual approach of enhancing US capabilities while preserving its core technologies in Taiwan is indicative of the complexities faced by global manufacturers.

This article is based on information from Bloomberg and reflects the views of TSMC's management as of the fourth quarter of 2025.