近期美媒披露，台湾当局正力争在11 月底之前，与美国方面达成一份价值约 3500 亿美元到 5500 亿美元的经贸投资协议。该项协议据称涉及台湾向美国加 大投资、扶持在美设立基地，同时争取美国对台出口产品的关税或出口限制有所松动。 在台湾方面，这份协议的意图被视作"提前出手"以防范美国可能的新一轮对台半导体产业征税。根据报道，一些台方官员认为，如果不先与美国明确一项投 资与贸易机制，那么当美国启动对台产业特别是半导体的安全审查或征税程序时，台湾将处于被动。另一方面，美国方面则被视为正处于"技术安全""重建 产业链"与"对华竞争"三重夹击之中，急需台湾在先进芯片、制造基地、投资布局上做出合作。有关报道指出： 因此，从台湾当局立场看，这份巨额协议并不仅是"签个大单"，而是为"保险"铺路：在美国对台可能采取更强硬措施前，先给出投资承诺、换取部分保障。 在台湾岛内，围绕上述策略的争议也在不断升温。蓝营政党、部分产业界人士、学者纷纷提出批评：台湾关键产业是否正在被"倒贴"给美国？是否正在把几 十年建立起的高度产业自主性，换做外部保障？ 与此同时，在美国国内，特朗普时代推出的多项关税政策正在接受司法挑战。尤其值得注意的是 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 但郑周三表示，这个想法并未纳入最新一轮的双边谈判。目前尚不清楚台积电是否参与了美台之间的 谈判。 来源 ： 内容 编译自 CNN 。 中国台湾誓言抵制华盛顿的压力，将其一半的芯片产能转移到美国，向特朗普政府发出挑战。 华盛顿越来越担心其对台湾的严重依赖，台湾芯片巨头台积电为人工智能芯片设计商 Nvidia 和苹果 等主要客户供应了全球绝大多数先进半导体。但台湾的许多人认为，其芯片制造实力是一道"硅盾"。 中国台湾副院长郑丽君周三表示，台湾"不会同意"在美国本土生产 50% 的半导体，而这些半导体对 于从电子产品和 iPhone 到训练人工智能和武器系统等所有产品都至关重要。 她在结束新一轮关税谈判从美国回国后对媒体表示："我们的谈判团队从来没有做出过对半分芯片的 承诺，所以公众可以放心。" 美国商务部长霍华德·卢特尼克（Howard Lutnick）周末在电视采访中要求台湾将芯片生产在国内和 美国工厂之间平均分配，此举引发台湾民众担忧，给正在进行的美台贸易谈判增添了新的紧张局势。 除了台北方面的反击外，反对党官员和专家也对此提出了批评。 在 NewsNation ...

Core Viewpoint - The article discusses the upcoming significant trade agreement between the U.S. and Taiwan, focusing on semiconductor production and the strategic goal of achieving a 50-50 split in chip manufacturing capacity between the two regions [2][3]. Group 1: Trade Agreement and Semiconductor Strategy - U.S. Commerce Secretary Howard Lutnick emphasized that a major trade agreement with Taiwan is imminent, aiming to enhance semiconductor production capabilities [2]. - Lutnick proposed a "50-50" strategy for semiconductor production, where both the U.S. and Taiwan would each produce half of the global chip supply, highlighting the importance of Taiwan's participation in this initiative [3]. - The U.S. currently relies on Taiwan for 95% of the chips used in mobile phones and automobiles, which poses a risk due to the geographical distance of 9,000 miles [2]. Group 2: Domestic Chip Production Goals - Lutnick stated that during his tenure, the goal is to increase U.S. domestic chip production from 2% to 40%, a challenging target that requires over $500 billion in investment [3]. - He argued that relying solely on Taiwan for chip production could undermine U.S. self-defense capabilities, thus advocating for a balanced approach to semiconductor manufacturing [3]. - The article notes that achieving the "50-50" production goal will require extensive negotiations and coordination between the U.S. and Taiwan [3].

Core Viewpoint - TSMC's investment in U.S. factories aims to enhance semiconductor production capabilities, but there are significant delays in technology advancement compared to Taiwan, potentially impacting Apple's future chip production [1][2][3] Group 1: TSMC's U.S. Expansion - TSMC has invested billions in its U.S. factories, including a second facility in Arizona set to produce 3nm chips by 2028 and a third facility for 2nm chips expected to be completed by the end of 2030 [1][2] - The production processes in the U.S. will lag behind Taiwan by approximately five years, affecting the availability of advanced chips for Apple [1][2] - Currently, the Arizona factory is producing A16 chips using the N4 process, while Apple will rely on TSMC's Taiwan operations for 2nm chips until the U.S. facilities are operational [2][3] Group 2: Supply Chain and Strategic Implications - Establishing factories in the U.S. helps diversify production and mitigate supply chain disruptions, aligning with Apple's strategy to reduce reliance on Chinese manufacturing [3] - However, this shift may diminish the importance of TSMC's Taiwan operations in the global semiconductor landscape [3] Group 3: Industry Perspectives - Former Intel CEO Pat Gelsinger expressed skepticism about TSMC's ability to restore U.S. leadership in semiconductor manufacturing, emphasizing the need for R&D to be conducted in the U.S. [5][6] - Gelsinger highlighted that TSMC's core R&D will remain in Taiwan, limiting the potential impact of U.S. manufacturing investments [5][6] - He also pointed out that merely investing in manufacturing is insufficient; technological innovation and cost efficiency are crucial for future competitiveness in the semiconductor industry [7]

Core Viewpoint - TSMC's expansion of investment in the U.S. raises concerns about potential impacts on its operations in Taiwan, particularly regarding orders and production capacity [1][4]. Group 1: TSMC's U.S. Investment - TSMC announced a significant investment in the U.S., which has led to worries that it may affect its Taiwanese operations and orders [1]. - Former legislator Guo Zhengliang expressed concerns that if Apple starts purchasing chips directly from the U.S., TSMC's production in Taiwan may face reduced demand, potentially leading to fewer factories in Taiwan [1]. - TSMC's plans to build additional factories in Kaohsiung and Chiayi may also be impacted if new demand does not arise [1]. Group 2: Reactions from Industry Leaders - Hon Hai Chairman Terry Gou defended TSMC's decision, emphasizing the importance of TSMC's role in the global semiconductor ecosystem and dismissing claims that U.S. investments would deplete Taiwan's resources as exaggerated [2]. - TSMC's investment plans in the U.S. have been met with mixed reactions, with some local officials expressing concern about the impact on TSMC's ongoing projects in Taiwan [4]. Group 3: Legal Issues - TSMC is currently facing a lawsuit in the U.S. related to alleged discrimination, which has expanded to include multiple plaintiffs and serious accusations [6][7]. - The company has stated that it will not comment on ongoing litigation but expressed pride in its Arizona team and commitment to providing a safe and inclusive work environment [6].