台美达成关税协议：关税降至15%，投资2500亿

Group 1 - TSMC and other Taiwanese companies are allowed to export up to 2.5 times their expected production of semiconductors to the U.S. without tax during the construction of their factories in Arizona [2][5] - The U.S. Department of Commerce announced an agreement with Taiwan, where Taiwanese companies will invest $250 billion in the U.S., and the tariff on imports from Taiwan will be reduced from 20% to 15% [4][5] - U.S. Commerce Secretary Raimondo warned that if Taiwanese companies halt their factory construction in the U.S., semiconductor tariffs will increase to 100% [6] Group 2 - TSMC's cumulative investment in the Arizona factory has reached $165 billion, aiming to produce about 30% of the next-generation advanced semiconductors domestically in the U.S. [6] - The U.S. has committed to maintaining a 15% tariff rate on automotive parts and other specific sectors, aligning Taiwan's tariff burden with that of Japan and South Korea [7] - The U.S. will implement a 0% tariff on products such as aircraft parts and generic drugs imported from Taiwan, similar to its treatment of other countries [7]