In recent years, subjected to U.S. pressure, TSMC has progressively ramped up its investments in the United States, with commitments soaring to US$165 billion. However, this has not appeased the U.S., as TSMC is contemplating an additional investment ranging from US$100 billion to US$200 billion in the future. Moreover, it might be compelled to relocate 40% of its manufacturing capacity to the U.S., encompassing cutting-edge processes like 3nm and 2nm. In reaction to this, Jensen Huang, the CEO of NVIDIA, expressed that relocating 40% of the manufacturing capacity to the U.S. would pose an "extremely formidable challenge."
