TSMC(US:TSM) Sou Hu Cai Jing·2025-09-05 06:01Group 1 - TSMC announced a significant investment plan of $100 billion in the U.S. over the next four years, which has caused a stir in the tech industry and raised concerns in Taiwan [1][3] - The investment includes the construction of three new fabs, two packaging facilities, and a research team center in the U.S., marking an unprecedented scale of expansion [3] - The announcement led to a decline in TSMC's stock price, raising fears among the Taiwanese public about the potential economic impact of losing TSMC, a key pillar of Taiwan's economy [5][7] Group 2 - Former President Ma Ying-jeou expressed concerns about TSMC's potential relocation, labeling it a significant security crisis for Taiwan's economy [5] - Current Taiwanese leader Lai Ching-te views TSMC's investment as an opportunity to deepen U.S.-Taiwan cooperation and strengthen the semiconductor supply chain, despite concerns about the implications for Taiwan's economy [5][8] - The investment plan presents both challenges and opportunities for Taiwan, potentially serving as a catalyst for economic transformation [8]