TSMC plans to charge a premium for semiconductor production outside Taiwan, such as in Japan and the US

TSMC, the world's largest semiconductor manufacturer headquartered in Taiwan, is building factories in Japan , the United States , Germany , etc. TSMC CEO Ceci Wei has announced a new policy to set a premium for 'customers who wish to produce semiconductors in factories outside Taiwan.'

TSMC Reports First Quarter EPS of NT$8.70
https://pr.tsmc.com/english/news/3131

Taiwan Semiconductor Manufacturing Co Ltd (TSM) Q1 2024 Earnings Call Transcript | Seeking Alpha
https://seekingalpha.com/article/4684432-taiwan-semiconductor-manufacturing-co-ltd-tsm-q1-2024-earnings-call-transcript

TSMC to charge premium for making chips outside of Taiwan, including its new US fabs, CEO says | Tom's Hardware
https://www.tomshardware.com/tech-industry/tsmc-to-charge-premium-for-making-chips-outside-of-taiwan-including-its-new-us-fabs-ceo-says

TSMC held a financial results conference for the first quarter of 2024 (January to March) on April 18, 2024. At the conference, it was announced that the company's sales for the quarter were NT$592.64 billion (approximately JPY 2.8162 trillion) and net profit was NT$225.49 billion (approximately JPY 1.715 trillion). After that, CEO Wei and the conference participants held a question-and-answer session.

During the question and answer session, CEO Wei said, 'Overseas, there are cost challenges such as inflation and rising electricity prices. We hope to share the cost burden with our customers and have already begun negotiations with them.' 'For semiconductor factories outside of Taiwan, we want to provide value that includes regional flexibility. If a customer wants to produce in a factory outside Taiwan, we will charge a premium,' he said, indicating the company's intention to charge higher than usual prices to customers who want semiconductor production in regions outside Taiwan, such as Japan and the United States.

Wei did not reveal how many companies want to 'produce semiconductors in factories outside Taiwan,' but Apple CEO Tim Cook has already declared that 'Apple silicon will be produced in TSMC's Arizona factory.'

TSMC announces plans to build a 3nm semiconductor factory in Arizona, Apple CEO Tim Cook declares that 'Apple silicon will be manufactured in Arizona' - GIGAZINE

TSMC's factory construction plans in Japan and the United States are progressing steadily, and an opening ceremony was held at the first factory in Kumamoto on February 24, 2024. In addition, TSMC has announced that it will build a second factory in Kumamoto and a third factory in Arizona, USA. In addition , it has been reported that the company is considering building a semiconductor packaging factory in Japan.

On the other hand, TSMC has postponed the start of operations at its Arizona factory, which was originally scheduled to begin operations in 2024, and it has also become clear that rising costs are causing delays in the construction of supply chains by related companies.

Reports that TSMC is considering building a semiconductor packaging factory in Japan - GIGAZINE