TAIPEI (Taiwan News) — Taiwan semiconductor firm GlobalWafers said TSMC’s decision to invest NT$3.29 trillion (US$100 billion) in the US is good news, though its own expansion in the US depends on market conditions. 

GlobalWafers Chair Hsu Hsiu-lan (徐秀蘭) held a corporate briefing with parent company Sino-American Silicon Products on Thursday, per CNA. She said there are many uncertainties ahead, including tariffs and other trade policies. 

According to the company website, its Texas factory will be operational in 68 days. It is intended to be GlobalWafers' largest and most advanced facility.

Hsu said if the company’s factories in Texas and Missouri are cost-competitive GlobalWafers would be willing to expand in the US.  

GlobalWafers data show customer prepayments decreasing by 3.5% to NT$31.9 billion in the last quarter of 2024. However, Hsu said a new long-term contract signed this year proved the viability of its global positioning and supply decisions.

GlobalWafers provides silicon-on-insulator products to the silicon photonics market. Hsu said GlobalWafers affiliate Hung Chieh Technology (宏捷科技) provides gallium arsenide products suitable for optical applications.

Hsu added Sino-American Silicon Products’ shareholder payouts since 2020 have averaged about 66%. She said the company is pursuing investments in companies including TSMC, AMD, APEX Semiconductor, and Mosel Vitelic.