Overview
- Deputy Science Minister Fa-cheng Lin reiterated the N-2 policy that would keep U.S. manufacturing two generations behind Taiwan’s leading node.
- MOEA official Chou Yu-hsin said bigger offshore investments will require review by the Investment Commission under existing laws.
- The shift from the previous N-1 approach tightens export controls and could leave exported nodes two or more years behind Taiwan’s best technology.
- TSMC plans to integrate 3nm lines at its Arizona site with high-volume manufacturing targeted in 2027, according to recent reports.
- Coverage notes the curbs could slow U.S. expansion and analysts suggest they may open opportunities for competitors such as Intel Foundry.