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Building chip factories in the US takes significantly longer and costs twice as much as in Taiwan, creating serious challenges for semiconductor companies.
According to Exyte, construction of a plant in Taiwan is underway 20 months, while in the US this process can take up to 38 monthsThe main reason is the lack of experience in rapid construction, as Taiwan regularly builds such factories. Additionally, the US has bureaucratic delays, which complicates the process of obtaining permits. Digital modeling even in the early stages of construction can help identify problems in advance and accelerate the launch of production.
Company TSMC, a leader in the semiconductor industry, already has a plant in Arizona under construction and is planning another in Germany. Current plant capacity Fab 21 in Arizona they allow to produce 10 plates per month, with the prospect of increasing to 20 000However, the introduction of tariffs in the US may force the company to expand production in the country.
The US administration is considering 25% tariff on semiconductor imports, giving companies some time to build factories in the U.S. However, it has not yet been established a clear implementation date This creates uncertainty for companies that must decide whether it is profitable for them to build production facilities in the US, despite the high cost.
Intel Foundry, the American division of Intel, is also facing difficulties as Broadcom і TSMC are considering cooperation. The White House may not support deals with companies outside the US, which calls into question the potential role of TSMC in the production of microcircuits in factories IntelThis further complicates the market situation, forcing players to look for alternative production routes.
