Taiwan’s semiconductor and AI firms are pouring billions more into the U.S. amid surging demand. Economic Minister Kung Ming-hsin (龔明鑫) said Wednesday, September 2, that new investment pledges have jumped by $20 billion in just three months.
The announcement came at the opening of SEMICON Taiwan 2026, the island’s flagship semiconductor trade show. Kung said the latest tally brings total planned Taiwan investment in the U.S. to about $55 billion. He expects the trend to continue as AI and chip orders remain strong. “Over just three months, in addition to the original $35 billion, they will add another $20 billion in investment. I believe this rolling review will continue as AI and semiconductors keep developing rapidly.”
The surge follows a wave of cross-border deals, as Micron invested $7.5 billion in its Taiwan subsidiary earlier this year. Nvidia also announced a 3.5 billion stake in MediaTek, lifting its shares to a record high.
AIT Director Raymond Greene said U.S.-Taiwan semiconductor ties are stronger than ever. He noted cooperation across the value chain, from R&D and chip design to materials, equipment, and advanced packaging.
Minister Kung added that biotech and energy firms are also eyeing U.S. expansion. The government will work to ensure investments proceed smoothly, he said, benefiting both economies and global supply chains.