TSMC is now seen as a very important company in the production of semiconductor chips, especially processing chips for the world's largest technology companies such as Apple, AMD, NVIDIA and Intel.
Their production nodes are seen as among the best on the market right now, and next year, they are expected to mass-produce processing chips using the 2nm process, with customers such as Apple and NVIDIA seen as the biggest so far.
For this 2nm process node, Taiwan's Minister of Economy, J.W. Kuo has confirmed that TSMC is not allowed to take the technology out of the country for now. As you already know, TSMC has already started to open their semiconductor chip production plant in Arizona, USA and has already started producing processing chips using the N5 and N4 process for customers like Apple.
This is not a new thing, because Taiwanese law already stipulates that processing chip factories such as TSMC operating abroad are only allowed to manufacture chips using process technology of one generation ago, and semiconductor chips with the latest process technology can only be produced domestically. Taiwan.
Donald Trump's victory as the 47th President of the United States appears to have raised some concerns about the policy, but J.W. Kuo said that there will be no changes from this aspect, and TSMC's factory in Arizona will operate as usual.
TSMC's next semiconductor chip production process will be called A16, or 1.6nm which is expected to start operating on a large scale in 2026. If the United States wants the Arizona factory to be present with 2nm process technology, they will have to wait until that time to get it.