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U.S. President Donald Trump has accused Taiwan of taking away America’s semiconductor business, putting the spotlight on how TSMC will respond. According to a report by Taiwan’s Central News Agency (CNA), market sources indicate that TSMC may accelerate its plans for a third fab in Arizona, with groundbreaking expected in June alongside an official ceremony. TSMC stated that the project is progressing as planned.

Trump has proposed to impose tariffs on Taiwanese semiconductors, drawing widespread attention. Speculation about TSMC’s next moves includes ramping up advanced manufacturing in the U.S., expanding investments, or even taking a stake in or acquiring Intel’s wafer fabrication facilities.