半导体行业观察·2025-03-10 01:20Core Viewpoint - Taiwan Semiconductor Manufacturing Company (TSMC) announced a $100 billion investment plan in Arizona, which may help the company avoid tariffs while facing a legal dispute over alleged "anti-American" labor practices [1][2]. Investment Plan - TSMC plans to invest $100 billion over the next four years to build five factories in Arizona, aligning with the "Made in America" policy and potentially avoiding tariffs of up to 100% [1]. - The company has already invested $65 billion in two factories in Arizona, with $6 billion coming from the CHIPS and Science Act subsidies [1]. Legal Dispute - TSMC is facing a lawsuit that accuses the company of discrimination against non-East Asian employees and other misconduct, set to be heard in federal court next month [1][2]. - The lawsuit has expanded to nearly 30 plaintiffs, including individuals from various ethnic backgrounds, alleging a hostile work environment and discriminatory practices [3]. Company Response - TSMC denies the allegations, stating that the claims are false and could undermine its efforts to produce advanced chips in the U.S. [2][6]. - The company claims that the majority of its employees in Arizona are American, with a total workforce nearing 3,000 [3]. Court Proceedings - A recent motion by the plaintiffs sought to introduce new allegations, including unsafe chemical handling, which TSMC has requested to be sealed from public records [4][5]. - The court partially approved TSMC's motion to seal certain allegations while noting other complaints regarding the treatment of non-East Asian employees [6][7].