TSMC(US:TSM) Jing Ji Guan Cha Wang·2026-01-13 06:32Core Viewpoint - The U.S. Secretary of Commerce, Gina Raimondo, revealed that the U.S. successfully encouraged TSMC to invest an additional $100 billion in manufacturing due to violations of "DEI (Diversity, Equity, and Inclusion) clauses," indicating that TSMC is likely to continue expanding its investments [1] Group 1: Investment Details - TSMC announced a $100 billion increase in investment in the U.S. last year, bringing the total investment to $165 billion, which includes an initial $65 billion plan for a semiconductor factory in Arizona [1] - Raimondo previously suggested that investments by TSMC in the U.S. could exceed $200 billion, reflecting the growing significance of U.S. operations for the company [1] Group 2: Market Implications - The developments have intensified concerns within Taiwan regarding TSMC's transformation into a "U.S. TSMC," highlighting the geopolitical implications of the company's investment strategies [1]