特朗普又给日本背后捅刀，逼得台积电没法了…

Core Viewpoint - TSMC may delay the construction of its second factory in Japan due to concerns over Trump's tariff policies, prioritizing investment in the U.S. instead, which reflects how Trump’s policies may sacrifice allies' interests to attract investment to the U.S. [1] Group 1: TSMC's Investment Plans - TSMC's first factory in Japan began production last fall, producing chips for clients like Toyota [1] - TSMC announced plans to build a second factory in Kumamoto, Japan, as part of a $20 billion investment plan, with the Japanese government committing over $8 billion in support [1] - TSMC's investment in the U.S. is significantly larger, with a previously announced investment of $65 billion and an additional commitment of at least $100 billion announced in March [4] Group 2: Impact of Tariff Policies - Trump's 25% tariffs on automobiles and parts have severely impacted Japan's export-driven economy, which relies heavily on the automotive sector [3] - If a trade agreement is not reached by July 9, Japan could face a 24% tariff, further complicating the situation [3] - Analysts view TSMC's decision to delay construction as a blow to Japan amid the pressure from Trump's tariffs [3] Group 3: TSMC's Global Expansion - TSMC is expanding globally, with plans for its first European factory in Germany, aiming for production by the end of 2027 [2] - The factory in Arizona, U.S., will be the only facility outside Taiwan to produce the most advanced chips, supplying major U.S. tech companies like Apple, Nvidia, and AMD [5] - The U.S. government is pushing for domestic semiconductor manufacturing, with tariffs on semiconductors under investigation [5]