TSMC Drives Record Investment Into US, Japan in China Decoupling

  • Taiwan firms’ FDI into US climbed to $14.1 billion last year
  • Expenditures into Japan, Canada and Singapore hit records

TSMC's facility in Phoenix, Arizona, US.

Photographer: Caitlin O'Hara/Bloomberg
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Taiwan’s companies invested a record amount of money in the US and Japan last year while the figure for China stagnated — highlighting supply-chain shifts resulting from tech rivalries and worsening cross-strait ties.

Flows into the US reached $14.1 billion in 2024, driving total Taiwanese foreign direct investment to $48.6 billion, both record highs, according to Bloomberg News calculations based on a statement from the Economic Ministry. The ministry on Wednesday linked the surge to Taiwan Semiconductor Manufacturing Co.’s overseas investments, such as for a plant in the US state of Arizona.