United States & TSMC
34 shared events · Importance 15 · Last updated May 17, 2026
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Regulatory
United States: The United States, through its Customs and Border Protection, published the tariff exemptions, impacting its trade policy and consumer prices.
TSMC: TSMC benefits from the exemption of semiconductor manufacturing machines from tariffs, supporting its investments in the United States.
Apr 12, 2025 · 6 articles
Business
United States: TSMC is expanding its manufacturing footprint in Arizona, United States, with multiple fabs under construction and planned, increasing domestic chip production capacity.
TSMC: TSMC raised its global semiconductor market forecast to $1.5 trillion by 2030, driven by AI and high-performance computing. It is expanding capacity globally, including in Arizona, Japan, and Germany, to meet this demand.
May 14, 2026 · 6 articles
Business
United States: The United States is a key location for TSMC's expansion, with United States — Arizona achieving significant profits and receiving government subsidies. This highlights the United States' role in the global AI and semiconductor supply chain.
TSMC: TSMC's subsidiaries in Japan and the US have turned profitable, indicating successful global expansion and strong demand for its advanced chip processes, especially driven by AI. This positively impacts TSMC's financial performance and market position.
May 16, 2026 · 6 articles
International
United States: The United States is a primary party in the peace talks, aiming to prevent Iran from developing nuclear weapons, ensure the reopening of the Strait of Hormuz, and de-escalate regional tensions. It has imposed a naval blockade on Iranian ports.
TSMC: TSMC reported a record first-quarter net profit of US$18 billion, indicating strong demand for artificial intelligence.
Apr 08, 2026 · 702 articles
International
United States: The United States, through its President Donald Trump and Secretary of State Marco Rubio, initiated actions to de-escalate tensions with Iran, impacting global oil prices and stock markets.
TSMC: TSMC's shares shot up, leading the surge in Taiwan's Taiex.
May 03, 2026 · 19 articles
International
United States: The United States is reviewing Iran's peace proposal but expresses doubt. It has imposed a naval blockade on Iran and is pushing for the reopening of the Strait of Hormuz.
TSMC: TSMC was almost 7% up, contributing to the rally in Asian markets.
May 03, 2026 · 41 articles
Business
United States: The United States is a potential location for Apple Inc.'s chip production with Intel Corporation and Samsung Electronics, aligning with the Donald Trump administration's view of Intel Corporation as a national champion.
TSMC: TSMC (TSMC) is Apple Inc.'s longtime and primary chip manufacturer. Apple Inc.'s exploration of other suppliers could potentially reduce TSMC's future orders, although TSMC remains a critical partner.
May 05, 2026 · 6 articles
Business
United States: The United States is the country where Applied Materials' EPIC Center is located, representing the largest-ever US investment in advanced semiconductor equipment R&D.
TSMC: TSMC is a key partner in this collaboration, working with Applied Materials at the EPIC Center to advance semiconductor technologies for AI, gaining earlier access to R&D and accelerating its path to high-volume manufacturing.
May 12, 2026 · 7 articles
Business
United States: The Terafab project aligns with the United States' strategic goal of expanding domestic semiconductor manufacturing to reduce reliance on foreign suppliers and mitigate supply chain risks.
TSMC: TSMC is a major external chip supplier that SpaceX and Tesla, Inc. intend to reduce their reliance on by developing the Terafab facility.
Apr 23, 2026 · 20 articles
Business
United States: The rally in United States chip stocks, particularly the Philadelphia Semiconductor Index, influenced the KOSPI's performance. President Donald Trump's actions regarding the Strait of Hormuz also impacted oil prices and broader market sentiment.
TSMC: TSMC is mentioned as the first Asian company to reach a $1 trillion market capitalization, setting a precedent that Samsung Electronics has now followed. Apple Inc. has also held discussions with Samsung Electronics to potentially use them as a secondary processor supplier, diversifying from TSMC.
May 06, 2026 · 38 articles
International
United States: The United States previously approved an $11 billion arms sales package to Taiwan, demonstrating a legal obligation to provide Taiwan with defense means.
TSMC: TSMC, Taiwan's leading chipmaker, has committed a significant investment in Arizona, but Donald Trump's call for the entire microchip sector to move to the United States creates uncertainty for its future operations in Taiwan.
May 16, 2026 · 10 articles
International
United States: The United States is involved in negotiations with Iran for a temporary peace agreement, which is influencing global oil prices and market sentiment.
TSMC: TSMC's blowout results reinforced the upbeat tone in Asia, contributing to strong tech earnings.
May 07, 2026 · 6 articles
Business
United States: The United States is the host nation for Donald Trump, who is mentioned in the context of Apple Inc.'s geopolitical relationships.
TSMC: TSMC is the leading producer of AI processors, which are crucial for Apple Inc.'s iPhone production. Limited supply from TSMC has hampered Apple's ability to capitalize on strong demand.
Apr 20, 2026 · 108 articles
Business
TSMC: TSMC facilities in Arizona will produce Nvidia's Blackwell chips, playing a crucial role in Nvidia's domestic manufacturing strategy. TSMC also received funding from the CHIPS Act.
Apr 14, 2025 · 7 articles
Business
TSMC: TSMC's new plant in Phoenix has begun production of Nvidia's Blackwell AI chips, playing a crucial role in Nvidia's US manufacturing expansion and reinforcing its position as a key partner in the global semiconductor supply chain.
Apr 14, 2025 · 6 articles
Business
TSMC: TSMC's advanced Chip-on-Wafer-on-Substrate (CoWoS) packaging technology will not be used for Nvidia's new China-specific chip, indicating a simpler manufacturing process due to restrictions.
May 24, 2025 · 6 articles
Domestic
TSMC: TSMC, with executives on VanEck Semiconductor ETF's board, is indirectly affected by the H-1B visa changes, which could impact the broader semiconductor industry's talent acquisition.
Oct 03, 2025 · 6 articles
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