Thread by @dnystedt

Taiwan’s big reaction to TSMC’s US$165 billion investment in the US via the media: a potential real estate bust, losing TSMC technology and the Silicon Shield, more: Thread: 1/7

2/7 Taiwan’s real estate market may be first to feel the impact of TSMC’s big investment in the US, media report, as real estate prices in some local markets soared based on TSMC investment plans which now might not materialize. Examples: the price-per-ping (local measurement) in Hsinchu County’s BaoShan township rose 120%, while Chiayi County’s Puzi City rose 95%. $TSM #semiconductors news.cnyes.com/news/id/5881563

3/7 Former Taiwan President Ying-jeou Ma called for the current administration to protect TSMC due to its great importance in national security and asked, ‘is selling TSMC is enough?’ and ‘what else is left to sell later?’ $TSM #semiconductors ettoday.net/news/20250304/…

4/7 The Taiwan government said TSMC’s most advanced semiconductor manufacturing technology will always remain at home, despite the US$100 billion TSMC investment in the USA, which includes an R&D center, media report, citing a statement from Taiwan’s presidential office. reuters.com/technology/tai…

5/7 Taiwan officials downplayed concerns TSMC’s investment in the US might compromise Taiwan in terms of industry or defense, saying production of the most advanced semiconductors will remain exclusively in Taiwan for the time being as TSMC’s US operations are still just getting started, media report, and added that it would be impossible for TSMC to begin volume production of 1.6nm or 2nm chips in the US next year, while it is highly unlikely the entire semiconductor supply chain will leave Taiwan. $TSM #semiconductors #semiconductor cna.com.tw/news/afe/20250…

6/7 Responding to media queries on fears TSMC may turn into an American chip maker, Taiwan Minister of Economic Affairs J.H. Kuo said the government has some control over what companies do, but in this case TSMC is following its customers, as most of its customers are in the US, just like TSMC’s Japan investment (JASM) is for Japan customers, and Europe investment is for European clients. He said TSMC’s global expansion is an important development for the company. $TSM udn.com/news/story/124…

7/7 Taiwan President Lai said discussions over TSMC’s original US$65 billion investment in Arizona were finalized during President Trump’s first term in office, and the new investment raises hope for more joint investment and trade in the future with the US, a key economic and trade ally. He said Taiwan is eager to work with other democratic nations, including the US, to build a more resilient semiconductor supply chain in the face of the growing threat of authoritarian nations. $TSM #semiconductors president.gov.tw/NEWS/39092

Also: storm.mg/lifestyle/5333…

ettoday.net/news/20250304/…

udn.com/news/story/665…

cna.com.tw/news/aipl/2025…

money.udn.com/money/story/56…