半导体芯闻·2025-03-10 10:23Core Viewpoint - TSMC's expansion of investment in the U.S. raises concerns about potential impacts on its operations in Taiwan, particularly regarding orders and production capacity [1][4]. Group 1: TSMC's U.S. Investment - TSMC announced a significant investment in the U.S., which has led to worries that it may affect its Taiwanese operations and orders [1]. - Former legislator Guo Zhengliang expressed concerns that if Apple starts purchasing chips directly from the U.S., TSMC's production in Taiwan may face reduced demand, potentially leading to fewer factories in Taiwan [1]. - TSMC's plans to build additional factories in Kaohsiung and Chiayi may also be impacted if new demand does not arise [1]. Group 2: Reactions from Industry Leaders - Hon Hai Chairman Terry Gou defended TSMC's decision, emphasizing the importance of TSMC's role in the global semiconductor ecosystem and dismissing claims that U.S. investments would deplete Taiwan's resources as exaggerated [2]. - TSMC's investment plans in the U.S. have been met with mixed reactions, with some local officials expressing concern about the impact on TSMC's ongoing projects in Taiwan [4]. Group 3: Legal Issues - TSMC is currently facing a lawsuit in the U.S. related to alleged discrimination, which has expanded to include multiple plaintiffs and serious accusations [6][7]. - The company has stated that it will not comment on ongoing litigation but expressed pride in its Arizona team and commitment to providing a safe and inclusive work environment [6].