TSMC(US:TSM) Sou Hu Cai Jing·2025-06-09 06:51Group 1 - The U.S. government is renegotiating the CHIPS Act subsidy contracts to encourage companies to invest more in semiconductor projects in the U.S. [2] - TSMC has announced an additional investment of $100 billion on top of its previously committed $65 billion investment in the U.S. [2] - The U.S. Commerce Secretary indicated that companies unwilling to comply with government requirements may face difficulties in receiving subsidies [2] Group 2 - The CHIPS Act has bipartisan support, but there is resistance to outright repeal despite opposition from figures like former President Trump [3] - The U.S. government is leveraging stronger measures to ensure companies increase their investments in exchange for subsidies [3] - The effectiveness of U.S. export bans on China is highlighted, with China currently unable to produce advanced chips at the scale of TSMC for companies like NVIDIA [3]