Huan Qiu Wang Zi Xun·2025-12-10 22:55Group 1 - The U.S. government has allowed Nvidia to export H200 chips to mainland China, imposing a 25% fee, raising concerns in Taiwan about who will bear this cost [1][2] - The H200 chip, which has a larger high-bandwidth memory compared to its predecessor H100, is primarily manufactured by TSMC, with other Taiwanese companies also involved in the supply chain [2][3] - The 25% fee is expected to be treated as an import tax when the chips are shipped from Taiwan to the U.S., circumventing legal issues related to export taxes [1][2] Group 2 - TSMC's U.S. subsidiary reported a significant drop in profits, indicating challenges in its operations in the U.S. [2] - The construction of TSMC's large facility in Phoenix, Arizona, has faced systemic issues such as bureaucratic hurdles, labor shortages, and rising costs [3][4] - TSMC has had to bring over 500 technicians from Taiwan to support operations in the U.S., facing criticism from local unions regarding labor practices [4]