TAIPEI (TVBS News) — Taiwan Semiconductor Manufacturing Company (TSMC, 台積電) unveiled significant losses of nearly NT$14.3 billion (about US$ 440 million) last year at its new Arizona plant in the U.S. last year, marking its highest since its inception. The company released its latest 2024 annual report after last Thursday's (April 18) earnings call.
According to TSMC's report, the Arizona plant has accumulated losses exceeding NT$39.4 billion over four years. In stark contrast, TSMC's Nanjing plant in China earned NT$25.954 billion last year, showing steady profitability. The company's investments in Japan and Europe faced challenges too, with Japan's JASM losing NT$4.375 billion and Europe's ESMC losing over NT$500 million last year.
TSMC plans to expand its U.S. investment, totaling NT$5.115 trillion, underscoring its commitment to the American market. Wei stated that the Arizona plant's establishment is driven by customer demand, with about 30% of future 2-nanometer and advanced process capacity expected from the site. The company will add three wafer fabs, two advanced packaging plants, and a research center in Arizona, with the first wafer fab already in 4-nanometer production.
While facing global supply chain restructuring and geopolitical risks, TSMC aims to enhance localization through partnerships and local supply chains. TSMC Chairman and CEO C. C. Wei (魏哲家) emphasized continued investment in Japan and Germany. The company remains committed to maintaining its lead in process technology and diversifying applications to mitigate AI bubble risks.
