Expert Predicts Less Than 15% of TSMC's Advanced Chip Production Will Be in the U.S. by 2029

The Chung-Hua Institution for Economic Research forecasts that less than 15% of TSMC's advanced manufacturing processes will be located in the U.S. by the end of 2029.

This projection contrasts with Washington’s goal to secure 40% of Taiwan’s supply chain within the same period, despite TSMC’s significant investments in its Arizona facilities.

The analysis cites current construction and equipment installation timelines for TSMC's Arizona fabs.

This analysis surfaces as the U.S. and Taiwan finalize a trade agreement. The deal lowers tariffs on Taiwanese goods. In exchange, Taiwanese tech companies must provide at least $250 billion in new investments, targeting the semiconductor sector to bolster U.S. domestic supply chains.