# 台灣積體電路製造股份有限公司（NYSE:TSM）正擴大其製造版圖至台灣以外。

*semiconductor · news · 2026-02-06 · Benzinga*

## Key points

- 台積電計劃在日本製造先進晶片，以降低對台灣生產的依賴。
- 在日本擴大布局有助於台積電供應鏈避開美國關稅變動的不確定性。
- 台積電不到15%的先進晶片製造流程將很快移至美國。
- 分析師澄清，美國希望在2029年前將台積電40%供應鏈遷移的目標不太可能達成。

Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is widening its manufacturing footprint beyond Taiwan as it navigates tariff uncertainty, China-related risk, and surging AI-driven demand for leading-edge chips. Japan Expansion Adds A Geopolitical Hedge The chipmaker's plan to make advanced chips in Japan would help the company spread production beyond Taiwan, giving it more protection against shifting U.S. tariff policy and the risk of a potential China-led blockade around the island, analysts said. Analysts said a larger Japan footprint could keep part of Taiwan Semiconductor's supply chain insulated from U.S. import tariff swings. They pointed to President Donald Trump lowering tariffs on Taiwanese imports to 15% from 32% after Taiwan Semiconductor committed $165 billion for advanced chipmaking in Arizona, while the White House later announced a 25% global tariff on certain advanced computing chips on January 14. College of Asia-Pacific Studies dean Yoichiro Sato told SCMP Taiwan Semiconductor would not easily give up the "silicon shield" concept even under tariff threats, while independent tech analyst Sean Su said the Japan buildout helps Taiwan Semiconductor offset concentration risk given how much capacity still sits in Taiwan. U.S. Buildout Accelerates, But Advanced Share Stays Limited Taiwan Semiconductor is ramping up its Arizona expansion, but analysts expect only a small portion of its most advanced chip production to move to the U.S. before President Donald Trump's second term ends. Economist Lien Hsien-ming said fewer than 15% of the chipmaker's cutting-edge manufacturing processes are likely to relocate stateside, pushing back on U.S. Commerce Secretary Howard Lutnick's goal of shifting 40% of Taiwan's supply chain to the U.S. by 2029. TSM Price Action: Taiwan Semiconductor shares were up 1.40% at $335.36 during premarket trading on Friday. The stock is approaching its 52-week high of $351.33, according to Benzinga Pro data. Photo by Jack Hong via Shutterstock

**Companies:** Taiwan Semiconductor Manufacturing Co. Ltd.
**Countries:** Taiwan, Japan, United States

[Read the full story on Benzinga](https://www.benzinga.com/markets/tech/26/02/50439605/taiwan-semiconductor-bets-on-japan-to-shield-its-ai-chip-empire-from-global-risks)

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