- The trade deal, nearing completion, would secure a commitment from Taiwan Semiconductor Manufacturing Company (TSMC) to significantly expand its US manufacturing footprint, particularly in Arizona.
- Commerce Secretary Howard Lutnick has been a key figure in the negotiations, pushing for Taiwan to localize more chip production in the US due to national security concerns over China's threats to the island.
- The new commitment would involve TSMC building at least five additional fabrication plants (fabs) in Arizona, potentially doubling its planned facilities in the state.
- This expansion is expected to create the largest advanced semiconductor manufacturing cluster outside of Asia, building on TSMC's existing plans for up to $165 billion in US investment.
- The deal also includes a provision to lower American tariffs on Taiwanese exports, though semiconductors and many electronics were already exempted from certain tariffs.
Trump administration nears Taiwan trade deal securing major TSMC investment in US chip manufacturing
Jan 15, 2026, 7:24:05 PM UTC(4 hours ago)
Impact: Very High
Affected Assets
Sources
From:@DeItaone
LUTNICK SAYS TAIWAN TRADE DEAL WILL INVEST $250 BILLION FROM TAIWAN COMPANIES, AND $250 BILLION FROM GOVERNMENT TO EXPAND U.S. SEMICONDUCTOR MANUFACTURING -CNBC INTERVIEW
