台积电，压力大增

Core Viewpoint - The article discusses the increasing anxiety within Taiwan's semiconductor ecosystem, particularly around TSMC, due to ongoing tariff threats from the Trump administration, prompting significant investment plans to mitigate these impacts [1][2]. Group 1: TSMC's Investment Strategy - TSMC has announced plans to invest over $100 billion (approximately 137 trillion KRW) to address the tariff policies introduced by the Trump administration [1]. - Since 2020, TSMC's total investment in the U.S. has reached $165 billion (around 240 trillion KRW), with an initial commitment of $65 billion (about 94 trillion KRW) for three factories in Arizona, later increasing this by an additional $100 billion for production facilities [2]. Group 2: Industry Response and Concerns - The Taiwanese manufacturing sector, including TSMC's supply chain partners, is formulating strategies to cope with U.S. tariffs, expressing concerns about potential adverse effects on their operations [1]. - There is a growing sentiment of dissatisfaction among industry players regarding the ongoing tariff situation, with fears that excessive tax rates could severely impact their competitiveness [1]. - Samsung Electronics and SK Hynix are also developing strategies in response to the tariff threats, with Samsung building a foundry in Texas and SK Hynix planning a semiconductor packaging facility in Indiana, although they have not disclosed specific investment plans related to memory semiconductor production [2][3].