台当局3000亿卖台协议达成，特朗普要搬空台积电，“弃台”已经开始

Group 1 - The core of the trade agreement between the Trump administration and Taiwan is not merely a tariff reduction but a strategic exchange involving significant investment from TSMC in the U.S. semiconductor industry [1][4] - TSMC plans to build at least five additional semiconductor fabs in Arizona, with total investments potentially exceeding $200 billion, indicating a substantial shift in the semiconductor supply chain [1][4] - The U.S. aims to reduce reliance on foreign technology and secure advanced semiconductor manufacturing capabilities domestically, which could undermine Taiwan's position in the global semiconductor industry [6][8] Group 2 - The agreement poses risks to Taiwan's economic foundation, as the relocation of core industries could lead to economic hollowing and challenges in maintaining essential resources and talent [4][6] - Taiwanese authorities face a difficult situation, as the agreement benefits the U.S. with long-term industrial positioning while Taiwan is left with limited options, highlighting an unequal economic exchange [6][8] - The strategic implications of this agreement could lead to a significant shift in Taiwan's geopolitical relevance, potentially reducing its importance to the U.S. and altering the dynamics in the Taiwan Strait [8]