After taking office, US President Trump actively deployed a local semiconductor manufacturing plan. Through tax pressure, he continued to require foreign semiconductor manufacturing factories to go to the United States to set up a line and strengthe...
After taking office, US President Trump actively deployed a local semiconductor manufacturing plan. Through tax pressure, he continued to require foreign semiconductor manufacturing factories to go to the United States to set up a line and strengthen the domestic semiconductor production capacity of the United States. The total number of crystal OEMs, Longtou Tel.com, will invest $165 billion in a daily investment of USD to set up a semiconductor production line in the United States. However, even though Telco's first wafer factory in Asia has begun to produce 4-nanometer stages, the overall U.S. semiconductor supply chain is not completely self-sufficient. According to foreign media reports, the chips produced by the first phase of the Taiwan Electric Asia-Rizona crystal factory are being sent back to Taiwan for packaging to meet the huge demand from the artificial intelligence market.
According to Wccftech, NTF has obtained the best advanced packaging production capacity in the United States, which will make the demand for crystalline air services very high. Especially in North America, in the face of strong demand in the artificial intelligence (AI) chip market, NTU is airflowing prepared wafers to Taiwan to obtain advanced packaging services, and then providing these finished packaging chips to AI server manufacturers. And because Arizona, the United States does not have the advanced packaging services required by companies like NVIDIA, air travel back to Taiwan is the only option. This method is faster and obviously more convenient than setting up packaging facilities in the United States at present.
One of the main beneficiaries is Taiwan Changrong Airlines. Recently, demand for air logistics services has grown significantly, especially after Taiwan Electric Power's US factory preparations were under investigation. When Trump's tax-related measures initially hit the market in April, the power of AI server orders has indeed declined. After the tax closure was suspended, major companies have been rushing to invest in a large number of orders. Taiwan Electric Taiwan Factory Order Pressure, no choice but to transfer orders to Arizona.
It is just that the U.S. chip supply chain is still incomplete and the defects are still to be solved. NTD announced a $165 billion investment in the United States, including planning to build advanced packaging facilities for CoWoS and its derivatives, but there seems to be no progress at the moment. Although shipping the crystalline back to Taiwan to do advanced packaging will increase costs, NTD and its partners seem to be untouched, as AI supply chain demand is staggering, and most orders are flowing to NVIDIA AI server manufacturers.
The U.S. chip supply chain is still incomplete, but it is developing in the right direction. By 2032, the United States can meet domestic demand, indicating that Trump's local chip strategy is effective. Taiwan Electric will also be expanded to 1.6 nanometers (A16) in the United States, a future of excitement.
