Key Apple Supplier TSMC Eyes Japan Amidst US Hurdles in Chip Production
Portfolio Pulse from Anusuya Lahiri
Taiwan Semiconductor Manufacturing Company Ltd (TSMC) is facing recruitment and production challenges in its Arizona factory, delaying production to 2025. However, the company is growing confident in Japan, where it plans to produce chips in 2024 and is considering adding capacity for advanced chips. TSMC's expansion in Japan is supported by cultural alignment, government support, and a network of chip equipment suppliers. The company is a key supplier for Apple Inc and Nvidia Corp.

September 13, 2023 | 12:42 pm
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NEUTRAL IMPACT
As a key supplier for Apple, TSMC's production challenges and potential growth could impact Apple's supply chain.
As a key supplier for Apple, any changes in TSMC's production could impact Apple's supply chain and potentially its stock price.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 70
NEUTRAL IMPACT
As a key supplier for Nvidia, TSMC's production challenges and potential growth could impact Nvidia's supply chain.
As a key supplier for Nvidia, any changes in TSMC's production could impact Nvidia's supply chain and potentially its stock price.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 70
NEUTRAL IMPACT
TSMC's challenges in Arizona and potential growth in Japan could impact the company's production and revenues.
TSMC's production challenges in Arizona could negatively impact its revenues and stock price. However, its potential growth in Japan could offset these challenges and boost its revenues and stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100