TSMC(US:TSM) Sou Hu Cai Jing·2025-03-24 09:57Core Viewpoint - TSMC's investment in the U.S. has increased from $100 billion to $200 billion, raising concerns about the potential impact on Taiwan's semiconductor industry and talent retention [1][3][8] Group 1: Investment Details - TSMC plans to invest an additional $100 billion on top of the existing $65 billion investment in Arizona, totaling $165 billion, which is the largest single foreign direct investment in U.S. history [3] - The investment will lead to the construction of three wafer fabs, two advanced packaging plants, and research centers, creating thousands of new jobs in the U.S. [3] Group 2: Strategic Implications - TSMC's collaboration with Intel may involve technology transfer, aiming to strengthen the U.S. semiconductor industry and TSMC's position in the global market [5] - The company recognizes the need for diversification to reduce reliance on a single market due to increasing global competition in the semiconductor industry [5] Group 3: Concerns for Taiwan - There are fears that TSMC's expansion in the U.S. could lead to a talent drain from Taiwan, impacting the local high-tech industry and its supply chain [8] - The potential loss of TSMC's advanced technology and production capabilities could result in reduced investment and economic challenges for Taiwan [8]