"Taiwanese Companies Excluding TSMC to Make Additional $20 Billion Investment in United States"

[Financial News] Taiwan's companies plan to make an additional $20 billion investment in the United States, driven by the AI boom, Taiwan Economic Affairs Minister Kung Ming-hsin said on the 2nd.
Kung made the remarks at the opening ceremony of the United States pavilion at the semiconductor exhibition SEMICON Taiwan 2026 in Taipei. He said Taiwanese companies were investing very actively in the United States.
He explained that Taiwan's Ministry of Economic Affairs assessed the investment plans of Taiwanese companies in the United States, excluding Taiwan Semiconductor Manufacturing Company Limited (TSMC), after Taiwan participated in the 2026 SelectUSA Investment Summit, the largest investment-attraction event in the United States, held in Maryland in May.
The assessment found that the companies' additional investment plans totaled $20 billion.
The companies appeared willing to invest in the United States amid a surge in AI and semiconductor orders. However, the specific companies were not identified.
Although the United States does not maintain formal diplomatic relations with Taiwan, it is Taiwan's most important international supporter and arms supplier.
Recently, as part of efforts to expand semiconductor production at home, the United States has pressured Taiwanese technology companies to increase their investment in the country.
Regarding the Taiwanese companies' investment plans, Bill Frauenhofer, director of the United States Department of Commerce's semiconductor innovation and investment office, said, "They will strengthen the United States' core technological capabilities."
The event also featured forecasts that Taiwan's semiconductor industry, which is enjoying a boom amid surging AI-related demand, would see a sharp increase in revenue.
Wu Zui, secretary-general of the Taiwan Semiconductor Industry Association (TSIA), said at the opening ceremony, "Taiwan's semiconductor industry will perform even better this year. Revenue will approach $300 billion, growing by more than 40% from the previous year."
However, Wu added that energy supplies, talent and cybersecurity were becoming increasingly important, and that no single country could dominate the semiconductor supply chain. He emphasized, "Sustained development will require close semiconductor cooperation among multiple countries."
Ajit Manocha, CEO of Semiconductor Equipment and Materials International (SEMI), who presided over the opening ceremony, said, "We must learn how to respond to and navigate new opportunities and new headwinds."
He added that the global semiconductor industry's production value is expected to reach $2 trillion by 2030, driven by the AI boom.


[email protected] Lee Seok-woo, International Affairs Specialist Reporter