据华尔街日报：消息人士称，台积电(TSM.N)将优先考虑在美投资，以应对芯片关税威胁。该公司将推迟日本第二座芯片工厂的建设启动时间。

Core Insights - TSMC is prioritizing investments in the U.S. to mitigate the threat of chip tariffs [1] - The company will delay the construction start of its second chip factory in Japan [1] Investment Strategy - TSMC's decision reflects a strategic shift towards the U.S. market in response to geopolitical and economic pressures [1] - The delay in Japan's factory construction indicates a reallocation of resources and focus on U.S. operations [1]