C. Wei on manufacturing costs
From Taiwan Semiconductor Manufacturing Co Ltd TSM CEO Dr C C Wei on Q4 2019 Results · · Daily Earnings Calls
“The cost in Taiwan is its lowest among all regions across the world. We have been studying it continuously and that decision is made to the best interest of our customers. Yes the geopolitical is evolving but we still listen to our customers as the priority and at this point our customer when asked to be manufacturing in the higher cost region their answer is we cannot be competitive this way.”
On , C. Wei, Chairman & Chief Executive Officer at TSMC (Taiwan semiconductor manufacturing), spoke about manufacturing costs during Taiwan Semiconductor Manufacturing Co Ltd TSM CEO Dr C C Wei on Q4 2019 Results on Daily Earnings Calls.
About C. Wei
C.C. Wei, Chairman and CEO of TSMC, announced in March 2025 that the company would invest an additional $100 billion in the United States, bringing total planned investment in Arizona to $165 billion. The investment includes three new fabrication plants, two advanced packaging facilities, and an R&D center. Wei stated that the expansion is driven by customer demand from U.S. companies such as Apple, Nvidia, AMD, Qualcomm, and Broadcom, and that TSMC's first Arizona fab had entered high-volume production in the fourth quarter of 2024. He added that approximately 30% of TSMC's two-nanometer capacity is expected to be located in Arizona. During TSMC's Q1 2025 earnings call, Wei denied that the company was engaged in any discussions regarding a joint venture, technology licensing, or technology transfer with Intel or other companies. He also addressed potential U.S. tariffs on imported semiconductors, stating that while uncertainties exist, TSMC had not observed changes in customer behavior and continued to expect full-year 2025 revenue growth of close to mid-20% in U.S. dollar terms. Wei characterized tariff policy as a government responsibility and said TSMC, as a private company, was not getting involved.