X @郭明錤 (Ming-Chi Kuo)

Investment Discrepancies - Trump initially mentioned TSMC investing $200 billion in the US, then increased it to $300 billion, while TSMC's official investment figure is $165 billion [1] - Market rumors suggested the US demanded TSMC invest an additional $400 billion or acquire 49% of Intel during tariff negotiations, which the analysis suggests is untrue [2][3] - If the market rumors were true, TSMC's total investment in the US would reach $565 billion, significantly higher than Trump's $300 billion, further discrediting the rumors [3] US Government's Perspective on Intel - The US government previously considered TSMC acquiring a stake in Intel as a potential revitalization strategy [4] - As the US government better understands Intel's challenges and with the new CEO's leadership, the consideration of TSMC acquiring a stake in Intel has significantly decreased [4] Tariff Negotiation Dynamics - The analysis suggests that US-Taiwan tariff negotiations did not involve TSMC [2] - The US government can unilaterally make statements or directly engage with TSMC if needed [2]