明抢！美商务部长：台湾四成半导体供应链搬到美国

Core Points - The U.S. Department of Commerce announced a "trade agreement" with Taiwan, requiring Taiwanese chip and tech companies to invest at least $250 billion in capacity building and provide an additional $250 billion in credit guarantees [1][10] - In exchange, the U.S. will reduce tariffs on Taiwan from 20% to 15% and exempt certain goods from tariffs [11][12] - U.S. Commerce Secretary Gina Raimondo stated that Taiwanese chip companies not building factories in the U.S. could face a 100% tariff, aiming to transfer 40% of Taiwan's semiconductor supply chain to the U.S. [12][4] Investment and Capacity Building - Taiwanese companies, particularly TSMC, are under pressure to expand their manufacturing capabilities in the U.S. as part of the agreement [12][15] - TSMC has already invested $40 billion in Arizona to produce chips for U.S. companies like Apple and NVIDIA [12][10] Economic Implications - The agreement includes provisions that allow Taiwanese companies to import products tax-free during the construction phase of new factories, with adjustments to tax exemptions based on U.S. production capacity [14][4] - The high labor and depreciation costs in the U.S. have raised concerns about TSMC's profitability, with labor costs per wafer rising from $1,800 in Taiwan to $3,600 in the U.S. [17][15] - TSMC's U.S. factory has faced significant financial challenges, with a reported gross margin of only 8% compared to 62% in Taiwan [17][15] Political Context - The agreement has been criticized by Taiwan's State Council spokesperson, who described it as economic exploitation by the U.S. and a threat to Taiwan's economic future [18][8] - The Taiwanese government is perceived as capitulating to U.S. demands, potentially undermining its own economic interests [18][8]