TSMC(US:TSM) Sou Hu Cai Jing·2025-08-07 09:09Group 1 - The U.S. has officially implemented a 20% "reciprocal tariff" on Taiwan, effective from noon on August 7, 2023, and President Trump announced plans to impose approximately 100% tariffs on chips and semiconductors, aiming to encourage companies to relocate manufacturing to the U.S. [1][10] - TSMC's investment in the U.S. has been confirmed at $200 billion, with the company previously announcing a total investment of $165 billion, which includes plans for six wafer fabs and two advanced packaging facilities [6][2]. - The Taiwanese government is under pressure to increase investments in the U.S. to match the scale of commitments made by other countries, with discussions suggesting potential figures of $300 billion to $400 billion [5][10]. Group 2 - The imposition of tariffs is expected to significantly impact Taiwan's semiconductor industry, particularly affecting core supply chains in wafer foundries and integrated circuit design [7]. - Concerns have been raised regarding the Taiwanese government's response to the evolving trade situation, with criticisms of a lack of strategic planning and delayed reactions to U.S. actions [7][9]. - Recent reports indicate that TSMC is facing additional challenges, including a scandal involving the leakage of 2nm technology secrets to a Japanese company, which could further destabilize Taiwan's semiconductor ecosystem [10].