The United States wants TSMC's supply chain to be "packaged in a whole string"? The governor of Arizona will come to Taiwan next week, and the Taiwan factory exposed: the pressure is great

After TSMC announced a few days ago to expand investment in the United States to set up factories, Arizona Governor Katie Hobbs reported that he will visit Taiwan next week to "understand" the development of semiconductors, and will banquet TSMC's vice president of operations and other high-level executives and a number of supply chain manufacturers, which makes the outside world worry about whether Taiwan's semiconductor supply chain may be "pulled out of the whole series". (Synopsis: Intel Chinese CEO Chen Liwu "stock price soared 10%", denied TSMC Huida acquisition: insist on wafer foundry) (Background supplement: TSMC invited Huida, AMD, Broadcom to jointly "operate Intel wafer foundry", Trump forced to save Intel? Under pressure from Trump's threat of tariffs, TSMC this month announced an investment of $100 billion in the U.S., including the construction of three new fabs, two advanced packaging plants, and a research and development center with a team of about 1,000 people, bringing the cumulative investment in the United States to $165 billion. At the same time, TSMC has proposed to Nvidia, AMD and Broadcom to take a stake in a joint venture to operate Intel's fab, and TSMC will be responsible for operating Intel's wafer foundry division, but the shareholding will not exceed 50%. The governor of Arizona will come to Taiwan to banquet the supply chain of Taiwan factories However, the pressure from the United States does not seem to have lifted. According to DigiTimes, U.S. Governor of Arizona Katie Hobbs will lead a delegation to Taiwan on the 17th to "understand" the development of semiconductors, and invite senior executives such as Wang Yinglang, vice president of operation of TSMC's wafer fab and responsible for the construction of the Arizona plant, as well as large alliance companies such as semiconductor equipment and material supply chains that are also closely related to TSMC, hoping to establish bilateral direct communication channels, invite factories to the United States, and promise to provide complete services. The report pointed out that the Taiwan factories on the list are actually uneasy, and it is quite clear that the governor's invitation is aimed at setting up factories in the United States, and striking a balance between big countries, customers and operating costs will be a difficult decision. Taiwanese semiconductor companies said that for the US government, it is quite clear that to achieve the goal of semiconductor independence, Samsung Electronics and Intel can no longer do it, only TSMC can help it meet the standard, and TSMC's potential seems to be limitless, so it is necessary to maximize the value of TSMC as much as possible. The U.S. government hopes to take advantage of the appeal of TSMC's wafer foundry leader to copy the Zhuke and Nanke models, build a complete semiconductor settlement, and help the United States return to the glory of semiconductor manufacturing, which means that TSMC has trained supply chain forces for many years, and the United States also hopes to set up a base in the United States together, so that American semiconductors can be fully self-sufficient in the future. However, Taiwan's semiconductor industry pointed out that the overall construction and operating costs of American factories are high, taking Fanxuan as an example, although it undertakes orders from TSMC, the overall profitability is also affected to some extent, and the scale of Taiwan equipment and material factories is far less than that of international large factories, and it is difficult to set up factories directly. The entire supply chain of Taiwan factories is pulled out? The news that the governor of Arizona will come to Taiwan to banquet a number of Taiwan factory supply chains makes the outside world more worried, whether Taiwan's semiconductor supply chain is likely to be pulled out of the whole series, Chai Huanxin, vice president of the Yunbao Political and Economic Industry Research Institute, said that this will reduce Taiwan's semiconductor-related job opportunities, derive employment rates, tax problems, and in the long run, have a relatively adverse impact on Taiwan's economic development. Is it the hope that TSMC's equipment, materials and other supply chain manufacturers will set up factories in the United States? I am afraid that there are doubts about pulling out Taiwan's supply chain entirely. Dr. Qu Jianzhong, CEO of Knowledge Power Technology, analyzed that if the relevant supply chain is needed, it will definitely set up a factory in the United States to cooperate, as long as Taiwan is peaceful and stable, the industry remains competitive, and the price advantage, a small number of supply chain production lines move to the United States, which has a limited impact on Taiwan as a whole. Previously, the Ministry of Economic Affairs had tried to dilute relevant doubts, emphasizing that TSMC's concerns that it may become "TSMC" are superfluous, and TSMC's new stage of investment plans in the United States, the government will review according to law, take into account the company's development, and also ensure the overall competitiveness of the semiconductor industry and the country. Related reports TSMC lost 1,000 yuan! Experts are too handsome: TSMC concept house "myth busted must fall" can be sold if it can be sold US customs detained bitcoin mining machine "mistaken for Huawei RF" shouted TSMC shock ban, has now been fully released will benefit mining companies Trump shouted to end the $52 billion chip bill subsidies: don't want to give TSMC a dime 〈The United States wants TSMC's supply chain to be "packaged in a whole string"? The governor of Arizona will come to Taiwan next week, and the Taiwan factory exposed: The pressure is great" This article was first published in the moving area BlockTempo "moving area dynamic trend - the most influential blockchain news media".