Build, Not Move': TSMC's $100B US Gamble and Why Your Next GPU Might Be Born in Texas

Taiwan just dropped a $250B bomb on the gaming industry—here's why PC builders are losing their minds.

The island nation and U.S. signed a tech investment deal to boost semiconductor/AI production, with TSMC committing $100B to U.S. chip manufacturing.

"We expand our footprint in the US and support the US in building local supply chains," said a Taiwanese official. Another emphasized: "This supply-chain cooperation is not move, but build."

Tariffs on Taiwan's U.S. exports will be slashed, and the nation aims for an 80/20 production split between the U.S. and Taiwan by 2036.

U.S. Commerce Secretary Howard Lutnick referenced potential 100% China tariffs, while China criticized the deal as "giving away TSMC as a souvenir."