Taiwan is suddenly worried and now wants to review the planned $100 billion investment in the US semiconductor industry: “Taiwan will initiate a formal review of Taiwan Semiconductor Manufacturing Company’s (TSMC) investment in the United States, a move that has stirred global attention and raised concerns over its potential impact on the landmark $100 billion investment it has earlier pledged.”
No matter how you look at it, in this era of America-First and America-Only, Taiwan through this investment may not have an industry it has dominated for years. Simply, who would ever place an order in Taiwan when it has operations in the US via this $100 billion deal?
Of course, under Biden, there could be a sense of modulation for the rise of all. But in this Trump era, they can do this $100 billion deal and still get zero love. Yet, Taiwan has no alternative than to go ahead with the investment since the weapon of tariff remains.
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TSMC: for this investment call. your chips are really down right now!
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