Analysis: Taiwan Gov't Should Seek U.S. Support for TSMC US$100B Investment

Major customers of chip giant TSMC, including Nvidia, AMD and Qualcomm, have praised the Taiwanese firm's move to invest an additional US$100 billion in the United States. Taipei officials have also called the plan "an extension of Taiwanese strength," though some concern remains whether the expansion reduces Taiwan's "Silicon Shield," a sense of protection from external threats given TSMC's unmatched leadership in making the critical technology. TaiwanPlus spoke to Ray Wang, a Washington, D.C.-based analyst who focuses on U.S.-China economic and trade competition.