美国“硬抢”台积电，台高官懵了

Core Viewpoint - The U.S. government is planning to acquire shares in semiconductor companies like TSMC in exchange for subsidies, raising concerns from the Taiwanese government about potential implications for national security and economic sovereignty [1][3][5]. Group 1: U.S. Government's Acquisition Plans - The U.S. Commerce Secretary is considering acquiring equity stakes in semiconductor manufacturers, including TSMC and Samsung, as part of the CHIPS Act subsidy program [3][4]. - This move could significantly impact TSMC's operational model and Taiwan's geopolitical strength [3][4]. - The U.S. aims to prioritize national security and economic interests through this unprecedented approach, which could reshape the influence of the government over large corporations [4][5]. Group 2: Taiwanese Government's Response - The Taiwanese government is cautious and has stated that any investment plans by TSMC must be reviewed by the Investment Review Committee (IRC) [1][2]. - TSMC has refrained from commenting on hypothetical scenarios regarding U.S. investments [1][2]. - Concerns have been raised about potential conflicts between the U.S. government and Taiwanese authorities if the U.S. intervenes in TSMC's operations [2][5]. Group 3: Market Reactions - Following the news of potential U.S. government involvement, TSMC's stock price fell by 4.22%, resulting in a market capitalization loss of approximately NT$1.29 trillion [4]. - The overall market also experienced a significant decline, with the weighted index dropping by 2.99% [4].