TSMC delays second Japan plant as US expansion takes priority

Investing.com -- Taiwan Semiconductor Manufacturing is postponing construction of its second plant in Japan, partly due to accelerated funding for its U.S. expansion plans ahead of potential Trump administration tariffs, according to the Wall Street Journal.

The schedule change reflects how President Trump’s trade policies are redirecting some investment toward the United States at the expense of allied nations.

Major technology companies have made commitments to increase U.S. production of artificial-intelligence servers that are currently manufactured in locations such as Mexico and Taiwan.

TSMC, which has a market capitalization of nearly $1 trillion, is highly sought after by regions worldwide for investment. The company, which serves clients including Apple (NASDAQ: AAPL ) and Nvidia (NASDAQ: NVDA ), is viewed as strategic by the U.S., Japan, Europe, and its home base of Taiwan, all of which have provided financial support for TSMC’s expansion efforts.

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