TSMC(US:TSM) Xin Lang Cai Jing·2025-05-02 03:24Group 1 - TSMC is the first company to respond to pressure from Trump by committing to invest an additional $100 billion, bringing total investment in the U.S. to $165 billion [1] - TSMC plans to increase its factory count from 3 to 6 chip factories, along with 2 packaging centers and a research center, with approximately 30% of its capacity allocated to the U.S. [3] - Other Taiwanese companies are following TSMC's lead, with over 20 suppliers indicating plans to establish operations in the U.S. to support TSMC [3] Group 2 - ASE, the world's largest chip packaging and testing company, is evaluating opportunities to build a factory in the U.S. to support its clients, showing significant interest in the move [5] - The rapid response of these companies is largely driven by their relationship with TSMC, as they fear losing business if they do not follow suit [7] - Companies are also motivated by the desire to avoid taxes and to align themselves with U.S. interests, indicating a strategic shift in the semiconductor industry [7]