Pressure from US President Donald Trump to relocate leading semiconductor production to American soil is causing rising costs and a decline in profitability for the world's largest chip manufacturer, TSMC. This is reported by CNBC.
In the second quarter, TSMC's profit increased by 77.4%, while the gross margin stood at 67.7%. However, the company's CFO, Wendell Huang, noted that overseas expansion negatively impacts financial metrics. It is expected that the launch of new factories in the coming years will result in a 2-4% decrease in gross margin.
Experts at Morningstar indicate that chip production in the US will be 20-50% more expensive than in Taiwan.
“A significant portion of the increased costs will have to be absorbed by customers,” added Gartner, pointing to TSMC's dominant market position.
After returning to power in 2025, Donald Trump has repeatedly threatened to impose tariffs on companies that do not produce their products in the US. Against this backdrop, TSMC announced a $200 billion investment for development in the country, including a recent $100 billion investment in leading semiconductor manufacturing and packaging facilities.
White House representatives emphasize that the trillions of dollars in investments made by corporations are a direct result of the new trade and economic policy of the US.
