Core Viewpoint - The article discusses the potential economic impact of TSMC's planned $300 billion investment in the U.S. and criticizes the Taiwanese government's handling of relations with the U.S. and its implications for Taiwan's economy [1] Group 1: TSMC Investment - TSMC's announcement of a $300 billion investment in Arizona is expected to significantly affect Taiwan's economy, further weakening its economic development and autonomy [1] - The previous $100 billion investment by TSMC had already caused panic and discontent within Taiwan's industry [1] Group 2: Government Criticism - The article criticizes the Taiwanese government, particularly the Democratic Progressive Party (DPP), for its perceived failure to protect Taiwan's economic interests during negotiations with the U.S. [1] - It accuses the DPP of being complicit in the U.S. strategy to undermine Taiwan's industrial value by allowing TSMC to invest heavily in the U.S. [1] - The DPP is described as lacking the will and capability to safeguard Taiwan's economic development and the welfare of its citizens [1] Group 3: Call to Action - The article urges the Taiwanese government to reconsider its approach to U.S. relations and warns against the dangers of excessive appeasement [1] - It calls for unity among the Taiwanese public and stakeholders to actively protect their interests [1]

以下文章来源于IC Research ，作者CINNO IC Research . IC Research是CINNO旗下专注半导体产业研究子品牌。基于多年深度观察与数据积累，提供专业的产业咨询与 定制报告，为企业未来发展规划、战略布局、投资并购、IPO咨询等提供全方位服务，陪伴企业成长的全周 期。 " 根据CINNO Re s e a r c h最新统计数据，2025年上半年，中国半导体产业（含台湾）总投资额为4,550 亿 元 ， 同 比 下 滑 9.8% ， 这 一 变 化 反 映 了 全 球 半 导 体 行 业 正 处 于 周 期 性 调 整 阶 段 。 且 相 比 去 年 同 比 下 降 41.6%，已有明显收敛向好之势。值得注意的是，半导体设备投资逆势增长53.4%，成为唯一实现正增 长的领域，凸显了中国在供应链自主可控方面的战略决心。 " 一、中国半导体产业投资趋势分析：2025年上半年投资总额下降，设备领域逆势增长 根据 CINNO Research最新统计数据，2025年上半年，中国半导体产业（含台湾）总投资额为4,550 亿元，同比下滑9.8%，这一变化反映了全球半导体行业正处于周期性调整 ...