台湾企业对日投资急剧增加

Group 1 - The core viewpoint of the article highlights the strong interest of Yageo's chairman in acquiring Shibaura Electronics, aiming to expand globally and achieve synergies in the automotive sector [1] - Taiwan's direct investment in Japan has surged, with the number of approved investment cases in manufacturing increasing to 99 in 2024, a 2.2 times year-on-year growth, marking a historical high [2] - The total investment amount in 2024 reached $5.4902 billion, a 26-fold increase year-on-year, largely driven by TSMC's Kumamoto factory project [2] Group 2 - The competition between Taiwanese companies and mainland Chinese firms has intensified, prompting Taiwanese firms to seek collaboration with Japanese companies to enhance their business models [2] - The TOB battle over Shibaura Electronics sees Meiko Electronics advocating for the preservation of Japanese technology, while Yageo emphasizes the advantages of Taiwan-Japan cooperation [3] - The potential for a complementary relationship between Taiwanese and Japanese companies exists, especially if Japanese firms can integrate deeply into the supply chains of American companies like Apple and Nvidia [3]