Taiwan Semiconductor Manufacturing Company (TSMC) has long been the backbone of global chip production, but its latest strategic manoeuvre an expansive investment in U.S. manufacturing signals a shift from operational excellence to geopolitical agility. In an era where trade policy can reshape entire industries overnight, TSMC’s $100 billion commitment to build and expand fabrication facilities in Arizona has done more than secure supply chain resilience. It has positioned the company as a domestic ally in America’s semiconductor ambitions, earning it a critical exemption from the 100% tariffs recently announced by former President Donald Trump. The tariff policy, aimed at curbing reliance on foreign-made semiconductors, sent shockwaves through the industry. Yet TSMC emerged untouched, thanks to its early and aggressive alignment with U.S. industrial policy. Trump’s message was unequivocal: companies that invest in American soil will be rewarded, and those that don’t will face steep penalties. TSMC’s proactive stance not only…
