0612 GMT - TSMC may shorten the production ramp-up time for advanced chips in the U.S. as Washington presses for quicker chip localization, UBS analysts say in a research note. The Trump administration is mulling a new plan to ask chipmakers to domestically produce the same amount of chips that are imported--and to impose tariffs on companies that don't maintain the 1:1 ratio, the Wall Street Journal reported, citing people familiar. The analysts note that the current capacity expansions at TSMC and Intel in the U.S. may be enough to fulfil the domestic demand for leading logic chips by 2029-2030, excluding the most advanced node. However, the memory-chip supply chain shift to the U.S. could take a longer period of time, they say. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

September 30, 2025 02:12 ET (06:12 GMT)

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