Core Viewpoint - The article discusses TSMC's accelerated efforts to establish semiconductor manufacturing facilities in the United States in response to potential tariffs on chips, highlighting the company's strategic shift to meet customer demands and mitigate risks associated with U.S. trade policies [1][2]. Group 1: TSMC's U.S. Expansion Plans - TSMC is expediting the construction of its third wafer fab in Arizona, which is set to break ground in June, a year ahead of the original schedule [1]. - The company plans to invest $165 billion in the U.S., which includes advanced process wafer fabs and advanced packaging facilities, aiming to reduce the cost pressures from potential tariffs for U.S. clients [2]. - TSMC has begun placing orders for new equipment from Taiwanese suppliers for its advanced packaging plants in the U.S., indicating a proactive approach to its manufacturing strategy [2]. Group 2: Impact of U.S. Trade Policies - The article notes that the Trump administration's shifting tariff policies may soon target the semiconductor industry, prompting TSMC's clients, including major companies like Apple and Qualcomm, to push for increased manufacturing in the U.S. [2]. - The potential for tariffs on semiconductor chips is driving TSMC to prioritize its U.S. manufacturing capabilities to better serve its American customers [2]. Group 3: Adjustments in Global Operations - TSMC's second wafer fab in Kumamoto, Japan, is reported to be delayed, with construction now expected to start within 2025, reflecting the company's flexible approach to global expansion based on market dynamics [4]. - The delay in the Kumamoto facility is attributed to geopolitical factors and a shift in customer investment preferences towards U.S. manufacturing, as well as a downturn in the automotive semiconductor market [4].

Group 1 - Key Point 1: China's trade balance for March is pending release, which may impact market expectations and trade dynamics [1] - Key Point 2: OPEC is set to publish its monthly oil market report, providing insights into global oil supply and demand [1] - Key Point 3: President Xi Jinping's state visit to Vietnam is anticipated, potentially influencing bilateral trade relations [1] Group 2 - Key Point 1: President Trump is expected to announce details regarding semiconductor tariffs, which could affect the technology sector and supply chains [1] - Key Point 2: A press conference by the State Council Information Office will discuss the first quarter import and export situation, offering a glimpse into China's trade performance [1] - Key Point 3: Canadian wholesale sales data for February will be released, which may provide insights into consumer spending trends [1] Group 3 - Key Point 1: The New York Fed's one-year inflation expectations for March will be published, which could influence monetary policy outlook [1] - Key Point 2: Federal Reserve's Barkin will deliver a speech on navigating economic uncertainties, potentially impacting market sentiment [1] - Key Point 3: Federal Reserve's Harker will discuss the role of the Fed, which may provide clarity on future monetary policy direction [1]

2025.04. 13 同日，白宫表示，特朗普将继续敦促科技公司将生产转移到美国。一位白宫官员表示，特朗普将很快 下令对半导体进口对国家安全的影响进行研究，即一项名为"232条款"的研究。 微信编辑 | 小羊 推荐阅读 E = i xiaomi su7 时隔7日，小米SU7再现交通事故！ 据券商中国，当地时间4月12日，美国总统特朗普称，他将在下周一公布有关半导体关税的细节。 ...

特朗普表示，他将在周一公布有关半导体关税的详细信息。 ...