The world's largest foundry (semiconductor contract manufacturing) company, TSMC, is expected to delay the construction of its second factory in Japan due to the impact of the U.S. tariff policy.
On the 4th (local time), The Wall Street Journal (WSJ) reported that Taiwan's semiconductor corporation TSMC would delay the construction of its second factory in Japan in response to the possibility of tariffs imposed by the administration of U.S. President Donald Trump and increase its investment in the United States.
TSMC noted that the start of construction for its second factory in Japan, which was scheduled for early this year, would be somewhat delayed due to traffic volume in the surrounding area last month. Sources familiar with TSMC said that there is a high possibility that the construction of the second factory will be further delayed, and the exact timing for the start of construction cannot be predicted.
TSMC announced in February of last year that it would build a second factory in Kumamoto Prefecture in southern Japan, and Taiwanese media also reported plans for the construction of a third factory in Osaka. In March, TSMC announced plans to invest an additional $100 billion to increase production capacity in the United States, and in April it began the construction of its third factory in Arizona.
According to Reuters, TSMC stated that its "global manufacturing expansion strategy is based on economic considerations such as customer demand, business opportunities, operational efficiency, and level of government support and expense."